WCM

Wealthcare Capital Management Portfolio holdings

AUM $946M
1-Year Est. Return 10.81%
This Quarter Est. Return
1 Year Est. Return
+10.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$4.81M
3
+$3.62M
4
CXM icon
Sprinklr
CXM
+$2.28M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$2.04M

Top Sells

1
+$10.9M
2
+$2.97M
3
+$623K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$418K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$356K

Sector Composition

1 Technology 0.47%
2 Consumer Discretionary 0.12%
3 Communication Services 0.07%
4 Financials 0.06%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 0.14%
14,041
+1,054
27
$1.46M 0.13%
28,552
+406
28
$1.42M 0.13%
25,105
+2,185
29
$1.35M 0.12%
30,324
+2,540
30
$1.32M 0.12%
11,394
+606
31
$1.3M 0.12%
33,235
+829
32
$1.16M 0.11%
32,012
+4,546
33
$1.09M 0.1%
22,157
-6,913
34
$992K 0.09%
20,063
-624
35
$981K 0.09%
10,245
+667
36
$976K 0.09%
18,407
+1,516
37
$908K 0.08%
2,188
-12
38
$892K 0.08%
11,333
-10
39
$850K 0.08%
+16,429
40
$787K 0.07%
26,132
+13,697
41
$771K 0.07%
7,216
+251
42
$715K 0.07%
18,105
+3,070
43
$680K 0.06%
3,056
-4
44
$666K 0.06%
24,825
-3,648
45
$666K 0.06%
9,111
+78
46
$635K 0.06%
1,887
+5
47
$632K 0.06%
+29,839
48
$629K 0.06%
24,588
-3,748
49
$577K 0.05%
9,311
+586
50
$577K 0.05%
8,729
+354
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