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
$1.03B
AUM Growth
-$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$959K
3
+$350K
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$324K
5
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$203K

Top Sells

1
+$124M
2
+$12.5M
3
+$8.13M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$865K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$830K

Sector Composition

1 Technology 0.19%
2 Consumer Discretionary 0.11%
3 Communication Services 0.05%
4 Financials 0.03%
5 Energy 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.12%
32,406
+1,012
27
$1.21M 0.12%
22,920
-1,090
28
$1.18M 0.11%
27,784
-506
29
$1.16M 0.11%
7,876
30
$1.1M 0.11%
10,788
+1,496
31
$1.03M 0.1%
20,687
+1,669
32
$959K 0.09%
+27,466
33
$918K 0.09%
9,578
+288
34
$913K 0.09%
16,891
+646
35
$885K 0.09%
11,343
-86
36
$728K 0.07%
28,473
+825
37
$722K 0.07%
2,200
-561
38
$709K 0.07%
28,336
+864
39
$682K 0.07%
6,965
+992
40
$672K 0.07%
9,033
+428
41
$669K 0.06%
3,060
-206
42
$639K 0.06%
19,438
+4,081
43
$623K 0.06%
4,317
+420
44
$550K 0.05%
15,035
+1,030
45
$539K 0.05%
8,725
+5,252
46
$538K 0.05%
1,365
-50
47
$531K 0.05%
1,882
+67
48
$525K 0.05%
8,375
+973
49
$516K 0.05%
26,652
50
$513K 0.05%
4,646
1
2
3 4