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
$906M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$1.76M
3
+$1.43M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$680K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$352K

Top Sells

1
+$1.1M
2
+$1.03M
3
+$984K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$678K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$387K

Sector Composition

1 Energy 0.07%
2 Financials 0.06%
3 Technology 0.05%
4 Communication Services 0.04%
5 Utilities 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$159K 0.02%
2,459
-1,046
52
$158K 0.02%
2,886
53
$139K 0.02%
1,297
54
$130K 0.01%
918
55
$124K 0.01%
1,047
56
$115K 0.01%
1,640
+100
57
$115K 0.01%
3,898
+1
58
$114K 0.01%
1,496
59
$110K 0.01%
887
60
$110K 0.01%
617
61
$109K 0.01%
1,421
62
$109K 0.01%
3,031
63
$104K 0.01%
3,848
64
$104K 0.01%
3,964
65
$94K 0.01%
1,544
66
$91K 0.01%
3,117
67
$89K 0.01%
1,839
68
$79K 0.01%
1,027
+215
69
$79K 0.01%
3,072
+1
70
$78K 0.01%
3,060
71
$78K 0.01%
456
72
$76K 0.01%
4,440
73
$75K 0.01%
2,074
74
$63K 0.01%
404
75
$62K 0.01%
445
+4
1 2
3
4 5