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
$854M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$2.8M
3
+$1.45M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.25M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.19M

Top Sells

1
+$8.85M
2
+$1.39M
3
+$928K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$920K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$546K

Sector Composition

1 Technology 0.47%
2 Consumer Discretionary 0.15%
3 Energy 0.11%
4 Consumer Staples 0.06%
5 Communication Services 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.17%
16,883
+1,804
27
$1.39M 0.16%
26,530
-100
28
$1.35M 0.16%
64,230
+18,378
29
$1.33M 0.16%
37,470
+3,483
30
$1.19M 0.14%
24,236
+3,670
31
$1.02M 0.12%
25,418
+4,325
32
$993K 0.12%
9,572
-552
33
$931K 0.11%
8,680
+9
34
$827K 0.1%
2,428
+181
35
$788K 0.09%
56,971
-15,000
36
$717K 0.08%
14,248
+2,204
37
$669K 0.08%
12,034
-733
38
$666K 0.08%
1,635
+70
39
$656K 0.08%
2,111
-12
40
$644K 0.08%
27,192
+5,961
41
$569K 0.07%
25,964
+6,158
42
$554K 0.06%
7,646
-48
43
$513K 0.06%
4,646
44
$501K 0.06%
29,076
45
$488K 0.06%
2,604
+168
46
$475K 0.06%
26,652
47
$469K 0.05%
6,702
-287
48
$460K 0.05%
8,654
+209
49
$434K 0.05%
10,250
-70
50
$416K 0.05%
3,189
+276
1
2
3 4