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
$634M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$2.61M
3
+$2.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.22M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.46M

Top Sells

1
+$2.59M
2
+$1.73M
3
+$332K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$190K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$94.3K

Sector Composition

1 Energy 0.16%
2 Materials 0.1%
3 Financials 0.09%
4 Industrials 0.09%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$115K 0.02%
1,626
52
$113K 0.02%
+4,558
53
$113K 0.02%
+4,438
54
$111K 0.02%
934
+103
55
$109K 0.02%
+1,010
56
$104K 0.02%
+1,223
57
$101K 0.02%
5,264
+952
58
$97K 0.02%
1,543
59
$90K 0.01%
1,097
+137
60
$90K 0.01%
+3,416
61
$89K 0.01%
+2,528
62
$84K 0.01%
680
+122
63
$84K 0.01%
990
-3,909
64
$83K 0.01%
+1,500
65
$82K 0.01%
900
-2,085
66
$79K 0.01%
+50,000
67
$72K 0.01%
582
68
$71K 0.01%
999
-1,285
69
$67K 0.01%
907
70
$65K 0.01%
818
-29
71
$64K 0.01%
3,710
72
$62K 0.01%
+1,251
73
$58K 0.01%
669
74
$58K 0.01%
2,277
75
$57K 0.01%
2,400
1 2
3
4 5