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
$879M
AUM Growth
+$3.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.57M
3
+$431K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$146K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$126K

Top Sells

1
+$3.05M
2
+$2.6M
3
+$2.34M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.76M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$192K

Sector Composition

1 Energy 0.09%
2 Financials 0.07%
3 Technology 0.07%
4 Communication Services 0.04%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$568K 0.06%
13,111
27
$567K 0.06%
9,068
-3,077
28
$559K 0.06%
19,590
-99
29
$553K 0.06%
8,783
+601
30
$515K 0.06%
6,230
-93
31
$488K 0.06%
7,776
+535
32
$486K 0.06%
1,369
+69
33
$458K 0.05%
4,146
+3,901
34
$447K 0.05%
11,475
-490
35
$428K 0.05%
25,908
36
$370K 0.04%
9,092
+52
37
$321K 0.04%
17,550
38
$298K 0.03%
12,996
+278
39
$272K 0.03%
5,872
-512
40
$254K 0.03%
3,132
+74
41
$241K 0.03%
4,280
42
$236K 0.03%
2,826
43
$217K 0.02%
1,788
+249
44
$211K 0.02%
1,914
45
$210K 0.02%
4,425
+93
46
$208K 0.02%
3,842
47
$196K 0.02%
806
48
$194K 0.02%
7,503
49
$187K 0.02%
1,844
50
$182K 0.02%
9,884
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