WCM

Wealthcare Capital Management Portfolio holdings

AUM $946M
1-Year Est. Return 10.81%
This Quarter Est. Return
1 Year Est. Return
+10.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$849M
AUM Growth
+$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,105
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$19.9M
3
+$10.3M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.2M
5
SO icon
Southern Company
SO
+$129K

Top Sells

1
+$1.99M
2
+$1.82M
3
+$1.27M
4
CAG icon
Conagra Brands
CAG
+$1.02M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$972K

Sector Composition

1 Energy 0.14%
2 Financials 0.12%
3 Industrials 0.09%
4 Technology 0.09%
5 Materials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$412K 0.05%
8,079
-2,957
27
$410K 0.05%
3,431
28
$407K 0.05%
12,984
-18,460
29
$404K 0.05%
49,206
30
$383K 0.05%
4,326
31
$379K 0.04%
4,110
-6,417
32
$374K 0.04%
2,013
-22
33
$371K 0.04%
7,375
-974
34
$346K 0.04%
5,373
35
$328K 0.04%
7,752
-1,760
36
$319K 0.04%
2,747
-206
37
$310K 0.04%
4,810
-122
38
$308K 0.04%
6,523
-2,393
39
$270K 0.03%
2,399
40
$269K 0.03%
5,971
-1,045
41
$267K 0.03%
6,461
-10,713
42
$247K 0.03%
6,748
-11,000
43
$247K 0.03%
18,737
-31,176
44
$242K 0.03%
2,241
45
$225K 0.03%
5,670
-305
46
$219K 0.03%
2,210
-1,612
47
$205K 0.02%
2,401
-156
48
$205K 0.02%
4,400
-11,171
49
$168K 0.02%
3,058
+18
50
$167K 0.02%
1,569
-484
1
2
3 4 5