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
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$2.93M
3
+$1.86M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.24M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.09M

Top Sells

1
+$4.58M
2
+$409K
3
+$377K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$198K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$46.8K

Sector Composition

1 Technology 0.16%
2 Consumer Discretionary 0.04%
3 Financials 0.03%
4 Energy 0.02%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$942K 0.11%
21,797
+6,088
27
$908K 0.1%
24,510
+5,625
28
$834K 0.09%
30,456
+6,999
29
$804K 0.09%
12,634
30
$789K 0.09%
14,208
+2,123
31
$751K 0.09%
12,991
+1,901
32
$642K 0.07%
34,692
+3,330
33
$621K 0.07%
4,146
34
$616K 0.07%
36,056
+3,596
35
$537K 0.06%
9,102
+936
36
$485K 0.06%
+26,224
37
$476K 0.05%
8,248
-332
38
$474K 0.05%
7,934
+337
39
$471K 0.05%
13,094
+3,346
40
$459K 0.05%
4,146
41
$458K 0.05%
5,799
+1,593
42
$435K 0.05%
1,415
-99
43
$418K 0.05%
+26,652
44
$396K 0.05%
14,166
-7,076
45
$375K 0.04%
2,380
+220
46
$360K 0.04%
3,756
+188
47
$353K 0.04%
2,123
48
$349K 0.04%
2,712
+868
49
$347K 0.04%
+1,248
50
$315K 0.04%
1,500
+181
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