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
$728M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$4.58M
3
+$1.4M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$889K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$361K

Top Sells

1
+$518K
2
+$150K
3
+$75.9K
4
DUK icon
Duke Energy
DUK
+$68.3K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$55.6K

Sector Composition

1 Energy 0.13%
2 Industrials 0.09%
3 Materials 0.09%
4 Financials 0.09%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$128K 0.02%
1,652
52
$125K 0.02%
1,626
53
$125K 0.02%
3,253
54
$119K 0.02%
1,171
55
$111K 0.02%
882
56
$106K 0.01%
1,543
57
$105K 0.01%
934
58
$104K 0.01%
995
59
$102K 0.01%
4,243
-315
60
$99K 0.01%
1,213
61
$97K 0.01%
2,528
62
$96K 0.01%
1,012
+15
63
$94K 0.01%
1,086
-138
64
$90K 0.01%
3,422
-1,016
65
$88K 0.01%
727
+6
66
$88K 0.01%
50,000
67
$86K 0.01%
1,502
68
$84K 0.01%
990
69
$80K 0.01%
879
-300
70
$75K 0.01%
1,366
-179
71
$71K 0.01%
907
72
$70K 0.01%
1,428
73
$65K 0.01%
2,410
-1,006
74
$64K 0.01%
2,400
75
$63K 0.01%
669
1 2
3
4 5