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
$877M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$9.61M
3
+$3.8M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.59M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.38M

Top Sells

1
+$33M
2
+$12.3M
3
+$9.56M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.39M

Sector Composition

1 Technology 0.41%
2 Consumer Discretionary 0.2%
3 Communication Services 0.1%
4 Energy 0.1%
5 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.16%
+24,880
27
$1.33M 0.15%
21,445
-4,465
28
$1.29M 0.15%
44,729
-10,102
29
$1.27M 0.14%
+49,592
30
$1.18M 0.13%
31,926
-7,736
31
$1.09M 0.12%
18,296
+3,162
32
$1.08M 0.12%
19,525
-5,740
33
$964K 0.11%
23,547
-4,323
34
$933K 0.11%
2,480
+30
35
$903K 0.1%
9,883
+5,139
36
$889K 0.1%
35,400
-13,554
37
$884K 0.1%
8,087
-701
38
$872K 0.1%
36,924
-8,856
39
$869K 0.1%
11,983
-12,310
40
$837K 0.1%
8,369
-68
41
$816K 0.09%
13,627
-1,705
42
$762K 0.09%
+7,223
43
$756K 0.09%
+14,536
44
$738K 0.08%
14,174
-7,739
45
$721K 0.08%
2,081
+284
46
$638K 0.07%
34,532
47
$631K 0.07%
1,445
-528
48
$577K 0.07%
3,797
+165
49
$540K 0.06%
29,076
50
$512K 0.06%
4,646
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