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
$598M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$3.44M
3
+$226K
4
PBCT
People's United Financial Inc
PBCT
+$217K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$113K

Top Sells

1
+$7.91M
2
+$6.04M
3
+$305K
4
DVY icon
iShares Select Dividend ETF
DVY
+$133K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$90.8K

Sector Composition

1 Energy 0.16%
2 Materials 0.1%
3 Financials 0.09%
4 Industrials 0.08%
5 Utilities 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$42K 0.01%
547
52
$42K 0.01%
723
53
$41K 0.01%
502
+371
54
$32K 0.01%
600
55
$32K 0.01%
527
56
$29K ﹤0.01%
321
+2
57
$27K ﹤0.01%
320
58
$27K ﹤0.01%
242
59
$27K ﹤0.01%
600
60
$27K ﹤0.01%
990
61
$26K ﹤0.01%
233
62
$26K ﹤0.01%
261
63
$24K ﹤0.01%
914
64
$23K ﹤0.01%
476
+325
65
$23K ﹤0.01%
416
66
$23K ﹤0.01%
309
67
$22K ﹤0.01%
1,218
+1
68
$20K ﹤0.01%
324
69
$20K ﹤0.01%
476
70
$17K ﹤0.01%
300
71
$16K ﹤0.01%
228
72
$16K ﹤0.01%
65
73
$15K ﹤0.01%
415
74
$15K ﹤0.01%
374
-32
75
$14K ﹤0.01%
200
1 2
3
4 5