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
$822M
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$57.9M
2
+$4.08M
3
+$3.32M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.22M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.02M

Top Sells

1
+$34.7M
2
+$26.8M
3
+$6.86M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$6.11M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$983K

Sector Composition

1 Technology 0.13%
2 Consumer Discretionary 0.04%
3 Energy 0.04%
4 Financials 0.03%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$769K 0.09%
12,634
-1,083
27
$672K 0.08%
18,885
+1,495
28
$664K 0.08%
12,085
+5,287
29
$641K 0.08%
11,090
+4,516
30
$623K 0.08%
23,457
+3,786
31
$622K 0.08%
15,709
+160
32
$595K 0.07%
21,242
-35,089
33
$594K 0.07%
4,146
-296
34
$550K 0.07%
31,362
+4,263
35
$530K 0.06%
32,460
+5,072
36
$459K 0.06%
4,146
37
$450K 0.05%
7,597
-2,001
38
$445K 0.05%
8,580
-112
39
$438K 0.05%
8,166
+797
40
$429K 0.05%
1,514
-521
41
$355K 0.04%
2,123
42
$339K 0.04%
3,568
-5,164
43
$331K 0.04%
9,748
+219
44
$330K 0.04%
4,206
-221
45
$298K 0.04%
2,160
+720
46
$294K 0.04%
6,577
+649
47
$268K 0.03%
1,319
+637
48
$238K 0.03%
4,256
-444
49
$236K 0.03%
11,070
-1,577
50
$232K 0.03%
3,486
-278
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2
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