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
$997M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$11.7M
3
+$2.49M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.63M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.28M

Top Sells

1
+$23.2M
2
+$15M
3
+$1.59M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.14M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$963K

Sector Composition

1 Financials 1.28%
2 Technology 0.53%
3 Consumer Discretionary 0.2%
4 Communication Services 0.12%
5 Energy 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.13%
10,612
+492
27
$1.27M 0.13%
30,296
+315
28
$1.27M 0.13%
24,093
-1,243
29
$1.25M 0.12%
22,770
+5,786
30
$1.24M 0.12%
47,086
31
$1.23M 0.12%
18,149
-1,080
32
$1.17M 0.12%
18,102
+146
33
$1.14M 0.11%
19,150
-210
34
$1.14M 0.11%
50,301
-42,585
35
$1.09M 0.11%
2,541
+12
36
$1.05M 0.11%
+24,356
37
$1,000K 0.1%
8,531
+66
38
$942K 0.09%
9,668
-876
39
$932K 0.09%
15,251
+25
40
$923K 0.09%
7,198
-522
41
$901K 0.09%
1,958
+56
42
$866K 0.09%
2,137
+115
43
$748K 0.08%
12,287
-904
44
$733K 0.07%
7,982
+203
45
$691K 0.07%
11,094
-2,238
46
$663K 0.07%
22,693
-5,931
47
$656K 0.07%
3,521
-113
48
$642K 0.06%
30,578
-8,618
49
$636K 0.06%
27,526
+649
50
$624K 0.06%
1,182
-75
1
2
3 4