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
$824M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$1.87M
3
+$1.03M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$556K
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$316K

Top Sells

1
+$4.25M
2
+$1.68M
3
+$1.58M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$371K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$107K

Sector Composition

1 Energy 0.12%
2 Financials 0.08%
3 Industrials 0.08%
4 Technology 0.07%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$153K 0.02%
4,496
-2,252
52
$148K 0.02%
2,057
+387
53
$146K 0.02%
6,346
54
$142K 0.02%
10,944
55
$139K 0.02%
1,979
56
$136K 0.02%
1,844
57
$134K 0.02%
998
58
$126K 0.02%
1,652
59
$123K 0.01%
2,008
+1,742
60
$122K 0.01%
2,122
61
$116K 0.01%
3,253
62
$115K 0.01%
995
63
$114K 0.01%
1,700
64
$113K 0.01%
1,251
65
$104K 0.01%
882
66
$98K 0.01%
1,009
-560
67
$97K 0.01%
1,543
68
$96K 0.01%
2,700
69
$95K 0.01%
1,012
-82
70
$89K 0.01%
3,422
71
$89K 0.01%
4,479
-2,453
72
$88K 0.01%
1,540
73
$88K 0.01%
729
-24
74
$83K 0.01%
1,045
75
$81K 0.01%
1,522
-180
1 2
3
4 5