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
$814M
AUM Growth
-$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.06M
3
+$1.96M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.25M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.15M

Top Sells

1
+$22.9M
2
+$6.67M
3
+$3.09M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.11M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$793K

Sector Composition

1 Energy 0.11%
2 Industrials 0.08%
3 Technology 0.07%
4 Materials 0.07%
5 Financials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$487K 0.06%
16,828
-3,576
27
$449K 0.06%
13,952
+8,282
28
$437K 0.05%
2,013
29
$435K 0.05%
+31,598
30
$414K 0.05%
8,287
-758
31
$406K 0.05%
+9,011
32
$389K 0.05%
4,626
-1,092
33
$364K 0.04%
13,844
+1,480
34
$354K 0.04%
5,501
+128
35
$346K 0.04%
3,381
36
$312K 0.04%
7,752
37
$311K 0.04%
2,747
38
$296K 0.04%
3,349
-491
39
$282K 0.03%
4,810
40
$281K 0.03%
21,003
+10,059
41
$266K 0.03%
9,922
+7,512
42
$246K 0.03%
12,424
+10,052
43
$236K 0.03%
+1,955
44
$231K 0.03%
+11,837
45
$230K 0.03%
6,095
+208
46
$199K 0.02%
4,305
47
$173K 0.02%
3,094
+18
48
$167K 0.02%
4,127
-2,312
49
$163K 0.02%
12,205
-4,658
50
$157K 0.02%
3,350
-300
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