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
$676M
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$6.74M
3
+$1.49M
4
PX
Praxair Inc
PX
+$22K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$20.9K

Top Sells

1
+$153K
2
+$136K
3
+$126K
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$92.3K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$90.1K

Sector Composition

1 Energy 0.15%
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
$121K 0.02%
1,171
-350
52
$117K 0.02%
1,652
-105
53
$116K 0.02%
1,626
54
$115K 0.02%
4,438
55
$113K 0.02%
4,558
56
$110K 0.02%
1,010
57
$106K 0.02%
1,224
+1
58
$102K 0.02%
1,213
+116
59
$102K 0.02%
1,543
60
$92K 0.01%
2,528
61
$91K 0.01%
721
+41
62
$91K 0.01%
3,416
63
$84K 0.01%
1,500
64
$84K 0.01%
990
65
$83K 0.01%
50,000
66
$81K 0.01%
995
+177
67
$74K 0.01%
999
68
$74K 0.01%
582
69
$71K 0.01%
1,351
+100
70
$71K 0.01%
797
+165
71
$69K 0.01%
907
72
$64K 0.01%
813
+120
73
$61K 0.01%
2,400
74
$60K 0.01%
1,428
+116
75
$60K 0.01%
669
1 2
3
4 5