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
$724M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$598K
3
+$556K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$390K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$350K

Top Sells

1
+$736K
2
+$258K
3
+$189K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$181K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$179K

Sector Composition

1 Technology 0.12%
2 Energy 0.09%
3 Financials 0.07%
4 Healthcare 0.06%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$946K 0.13%
10,524
-921
27
$876K 0.12%
20,586
-2,152
28
$795K 0.11%
5,986
-241
29
$784K 0.11%
12,287
+1,103
30
$659K 0.09%
15,803
-3,650
31
$622K 0.09%
16,020
-360
32
$578K 0.08%
3,716
-301
33
$511K 0.07%
5,846
-920
34
$465K 0.06%
6,067
+1
35
$459K 0.06%
4,146
36
$433K 0.06%
7,551
-646
37
$404K 0.06%
9,024
38
$349K 0.05%
4,380
+192
39
$346K 0.05%
6,988
+280
40
$341K 0.05%
2,684
+19
41
$338K 0.05%
14,921
-2,217
42
$336K 0.05%
17,637
+87
43
$317K 0.04%
2,217
44
$313K 0.04%
6,234
45
$297K 0.04%
6,921
-262
46
$290K 0.04%
9,476
+429
47
$255K 0.04%
4,504
48
$247K 0.03%
13,812
+92
49
$223K 0.03%
760
50
$218K 0.03%
1,025
+12
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