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
$891M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$471K
3
+$297K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$191K
5
FMSA
Fairmount Santrol Holdings Inc.
FMSA
+$77.7K

Top Sells

1
+$7.86M
2
+$228K
3
+$67.7K
4
AAPL icon
Apple
AAPL
+$42.5K
5
DHR icon
Danaher
DHR
+$35.7K

Sector Composition

1 Energy 0.11%
2 Financials 0.05%
3 Technology 0.04%
4 Utilities 0.03%
5 Communication Services 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$118K 0.01%
1,297
52
$115K 0.01%
1,118
-100
53
$112K 0.01%
1,609
-513
54
$110K 0.01%
3,577
+2
55
$106K 0.01%
1,421
56
$106K 0.01%
3,964
57
$99K 0.01%
1,547
+7
58
$94K 0.01%
3,031
59
$93K 0.01%
5,863
60
$88K 0.01%
812
61
$81K 0.01%
9,567
+9,180
62
$77K 0.01%
3,117
63
$73K 0.01%
2,358
64
$71K 0.01%
499
65
$63K 0.01%
2,074
66
$59K 0.01%
1,839
67
$58K 0.01%
338
68
$56K 0.01%
370
+3
69
$56K 0.01%
1,428
70
$55K 0.01%
650
71
$53K 0.01%
829
+14
72
$52K 0.01%
917
73
$52K 0.01%
874
+751
74
$48K 0.01%
3,060
75
$47K 0.01%
404
1 2
3
4 5