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
$694M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$5.65M
3
+$1.52M
4
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$125K
5
AAPL icon
Apple
AAPL
+$59.3K

Top Sells

1
+$72.3K
2
+$69.3K
3
+$66.7K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$59.7K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.86K

Sector Composition

1 Energy 0.15%
2 Industrials 0.1%
3 Financials 0.1%
4 Materials 0.1%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$122K 0.02%
943
52
$120K 0.02%
1,652
53
$115K 0.02%
4,438
54
$112K 0.02%
1,626
55
$111K 0.02%
4,558
56
$111K 0.02%
934
57
$110K 0.02%
1,171
58
$106K 0.02%
882
+300
59
$105K 0.02%
1,224
60
$102K 0.01%
1,543
61
$101K 0.01%
1,213
62
$99K 0.01%
1,179
+366
63
$93K 0.01%
2,528
64
$93K 0.01%
997
+200
65
$91K 0.01%
995
66
$90K 0.01%
3,416
67
$88K 0.01%
721
68
$84K 0.01%
50,000
69
$84K 0.01%
990
70
$80K 0.01%
1,545
+194
71
$78K 0.01%
1,502
+2
72
$75K 0.01%
999
73
$68K 0.01%
907
74
$66K 0.01%
1,428
75
$61K 0.01%
669
1 2
3
4 5