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
$900M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$62M
2
+$59.7M
3
+$13.6M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.67M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.05M

Top Sells

1
+$96.7M
2
+$25.3M
3
+$19.2M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.78M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$634K

Sector Composition

1 Technology 0.42%
2 Consumer Discretionary 0.19%
3 Communication Services 0.11%
4 Energy 0.11%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.13%
47,086
-2,506
27
$1.13M 0.13%
27,698
-4,228
28
$1.13M 0.13%
22,547
-8,364
29
$1.11M 0.12%
19,330
-5,550
30
$1.1M 0.12%
18,045
-1,480
31
$1.08M 0.12%
36,140
-8,589
32
$1.05M 0.12%
12,196
-3,442
33
$1.05M 0.12%
+17,349
34
$1.03M 0.11%
2,459
-21
35
$1M 0.11%
47,429
-18,428
36
$965K 0.11%
8,297
-72
37
$945K 0.11%
16,340
+8,745
38
$943K 0.1%
7,888
-199
39
$913K 0.1%
10,100
-30
40
$791K 0.09%
13,261
-366
41
$776K 0.09%
2,022
-59
42
$714K 0.08%
17,385
-6,162
43
$699K 0.08%
8,893
-3,090
44
$661K 0.07%
6,311
-912
45
$658K 0.07%
1,369
-76
46
$644K 0.07%
3,571
-226
47
$592K 0.07%
29,076
48
$538K 0.06%
23,962
+1,931
49
$536K 0.06%
9,228
-5,308
50
$522K 0.06%
9,591
-4,583
1
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