WCM

Wealthcare Capital Management Portfolio holdings

AUM $946M
1-Year Est. Return 10.81%
This Quarter Est. Return
1 Year Est. Return
+10.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$849M
AUM Growth
+$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,105
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$19.9M
3
+$10.3M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.2M
5
SO icon
Southern Company
SO
+$129K

Top Sells

1
+$1.99M
2
+$1.82M
3
+$1.27M
4
CAG icon
Conagra Brands
CAG
+$1.02M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$972K

Sector Composition

1 Energy 0.14%
2 Financials 0.12%
3 Industrials 0.09%
4 Technology 0.09%
5 Materials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$166K 0.02%
1,724
-6,560
52
$166K 0.02%
52,006
53
$163K 0.02%
1,768
+229
54
$159K 0.02%
3,788
+3,065
55
$156K 0.02%
10,944
56
$154K 0.02%
998
-138
57
$151K 0.02%
6,346
+1,446
58
$148K 0.02%
6,932
-25,764
59
$145K 0.02%
1,844
-10,352
60
$141K 0.02%
1,361
61
$132K 0.02%
1,979
-5,900
62
$131K 0.02%
1,670
-1,410
63
$128K 0.02%
1,251
-278
64
$125K 0.01%
1,700
65
$122K 0.01%
2,122
-357
66
$121K 0.01%
1,652
67
$118K 0.01%
882
68
$111K 0.01%
995
-262
69
$104K 0.01%
1,543
-2,019
70
$103K 0.01%
2,700
+172
71
$102K 0.01%
1,094
-2,787
72
$100K 0.01%
1,702
-702
73
$96K 0.01%
753
-584
74
$89K 0.01%
326
-1,045
75
$89K 0.01%
3,422
1 2
3
4 5