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
$906M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$1.76M
3
+$1.43M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$680K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$352K

Top Sells

1
+$1.1M
2
+$1.03M
3
+$984K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$678K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$387K

Sector Composition

1 Energy 0.07%
2 Financials 0.06%
3 Technology 0.05%
4 Communication Services 0.04%
5 Utilities 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$575K 0.06%
6,914
-189
27
$530K 0.06%
6,461
+1
28
$524K 0.06%
14,655
-7,090
29
$513K 0.06%
30,630
-10,034
30
$503K 0.06%
1,542
-21
31
$484K 0.05%
9,952
-2,145
32
$414K 0.05%
6,682
-2,016
33
$366K 0.04%
21,897
34
$359K 0.04%
5,726
+1,137
35
$352K 0.04%
13,089
36
$341K 0.04%
9,516
37
$283K 0.03%
12,215
+1,520
38
$272K 0.03%
7,072
-400
39
$230K 0.03%
4,643
-1,365
40
$218K 0.02%
2,935
+1
41
$217K 0.02%
4,280
42
$213K 0.02%
2,792
-310
43
$200K 0.02%
1,856
44
$188K 0.02%
11,180
45
$180K 0.02%
806
46
$180K 0.02%
3,216
+18
47
$175K 0.02%
8,498
+6
48
$175K 0.02%
1,844
49
$173K 0.02%
3,000
50
$164K 0.02%
1,419
1
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