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
$891M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$471K
3
+$297K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$191K
5
FMSA
Fairmount Santrol Holdings Inc.
FMSA
+$77.7K

Top Sells

1
+$7.86M
2
+$228K
3
+$67.7K
4
AAPL icon
Apple
AAPL
+$42.5K
5
DHR icon
Danaher
DHR
+$35.7K

Sector Composition

1 Energy 0.11%
2 Financials 0.05%
3 Technology 0.04%
4 Utilities 0.03%
5 Communication Services 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$432K 0.05%
13,704
+342
27
$394K 0.04%
7,519
-405
28
$385K 0.04%
4,294
+38
29
$377K 0.04%
12,380
30
$342K 0.04%
12,300
31
$331K 0.04%
2,747
32
$318K 0.04%
21,897
33
$310K 0.03%
4,656
34
$307K 0.03%
7,032
-180
35
$302K 0.03%
13,089
36
$286K 0.03%
19,848
+5,020
37
$274K 0.03%
6,800
38
$274K 0.03%
12,848
+4
39
$257K 0.03%
2,704
-65
40
$244K 0.03%
5,664
-340
41
$217K 0.02%
7,664
-1,500
42
$194K 0.02%
688
+52
43
$182K 0.02%
2,934
-16
44
$179K 0.02%
3,146
+16
45
$178K 0.02%
7,659
+298
46
$161K 0.02%
11,176
47
$155K 0.02%
1,844
48
$124K 0.01%
833
-34
49
$123K 0.01%
1,462
-190
50
$120K 0.01%
1,146
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