WCM

Wealthcare Capital Management Portfolio holdings

AUM $985M
1-Year Est. Return 11.41%
This Quarter Est. Return
1 Year Est. Return
+11.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$824M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$1.87M
3
+$1.03M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$556K
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$316K

Top Sells

1
+$4.25M
2
+$1.68M
3
+$1.58M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$371K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$107K

Sector Composition

1 Energy 0.12%
2 Financials 0.08%
3 Industrials 0.08%
4 Technology 0.07%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$432K 0.05%
9,045
+966
27
$417K 0.05%
2,013
28
$415K 0.05%
4,122
29
$386K 0.05%
50,622
+1,416
30
$352K 0.04%
5,373
31
$344K 0.04%
3,381
-50
32
$341K 0.04%
12,364
-620
33
$337K 0.04%
4,326
34
$323K 0.04%
3,840
-270
35
$304K 0.04%
7,752
36
$294K 0.04%
2,747
37
$277K 0.03%
4,810
38
$269K 0.03%
6,439
-84
39
$233K 0.03%
2,399
40
$218K 0.03%
5,887
-84
41
$217K 0.03%
2,241
42
$214K 0.03%
16,863
-1,874
43
$213K 0.03%
2,699
+975
44
$206K 0.03%
2,210
45
$187K 0.02%
4,305
-95
46
$186K 0.02%
5,670
47
$170K 0.02%
3,076
+18
48
$163K 0.02%
3,650
-138
49
$160K 0.02%
4,038
-2,423
50
$156K 0.02%
1,908
+140
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