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
$814M
AUM Growth
-$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.06M
3
+$1.96M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.25M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.15M

Top Sells

1
+$22.9M
2
+$6.67M
3
+$3.09M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.11M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$793K

Sector Composition

1 Energy 0.11%
2 Industrials 0.08%
3 Technology 0.07%
4 Materials 0.07%
5 Financials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$156K 0.02%
+19,128
52
$149K 0.02%
6,664
+318
53
$143K 0.02%
1,844
54
$141K 0.02%
3,253
55
$139K 0.02%
998
56
$137K 0.02%
2,494
+972
57
$134K 0.02%
1,605
-303
58
$133K 0.02%
10,240
+9,320
59
$132K 0.02%
2,122
60
$123K 0.02%
1,652
61
$121K 0.01%
1,348
-1,351
62
$115K 0.01%
1,251
63
$115K 0.01%
1,443
-614
64
$107K 0.01%
422
+100
65
$103K 0.01%
1,521
-458
66
$102K 0.01%
3,964
+542
67
$101K 0.01%
1,012
68
$98K 0.01%
2,600
-100
69
$93K 0.01%
2,182
-1,856
70
$90K 0.01%
1,540
71
$82K 0.01%
1,321
-687
72
$81K 0.01%
541
-188
73
$80K 0.01%
+2,776
74
$79K 0.01%
794
-215
75
$74K 0.01%
1,366
1 2
3
4 5