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
$986M
AUM Growth
-$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$9.86M
2
+$4.73M
3
+$2.79M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.05M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$888K

Top Sells

1
+$15.1M
2
+$5.11M
3
+$4.64M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.91M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$927K

Sector Composition

1 Financials 1.16%
2 Technology 0.6%
3 Consumer Discretionary 0.2%
4 Communication Services 0.15%
5 Energy 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.17%
16,743
-7,948
27
$1.55M 0.16%
32,605
-7,471
28
$1.45M 0.15%
28,405
-2,794
29
$1.4M 0.14%
53,250
+6,501
30
$1.32M 0.13%
30,561
-4,357
31
$1.17M 0.12%
3,118
+484
32
$1.14M 0.12%
22,335
-2,575
33
$1.13M 0.11%
10,427
-84
34
$1.12M 0.11%
17,605
-2,041
35
$1.09M 0.11%
49,365
36
$1.05M 0.11%
+40,560
37
$1.01M 0.1%
8,530
-23
38
$948K 0.1%
42,213
+12,649
39
$863K 0.09%
2,354
+306
40
$844K 0.09%
6,548
-349
41
$783K 0.08%
14,218
-1,810
42
$744K 0.08%
12,614
+4,440
43
$718K 0.07%
7,927
-1,325
44
$672K 0.07%
3,534
-20
45
$660K 0.07%
+23,610
46
$657K 0.07%
1,175
+778
47
$636K 0.06%
11,051
-583
48
$628K 0.06%
17,614
+1,684
49
$626K 0.06%
29,076
50
$595K 0.06%
28,738
-2,608
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