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
$879M
AUM Growth
+$3.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.57M
3
+$431K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$146K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$126K

Top Sells

1
+$3.05M
2
+$2.6M
3
+$2.34M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.76M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$192K

Sector Composition

1 Energy 0.09%
2 Financials 0.07%
3 Technology 0.07%
4 Communication Services 0.04%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$178K 0.02%
8,520
52
$178K 0.02%
7,747
53
$153K 0.02%
1,297
54
$152K 0.02%
2,769
+16
55
$138K 0.02%
885
-33
56
$131K 0.01%
1,496
57
$131K 0.01%
2,096
58
$131K 0.01%
1,050
-69
59
$128K 0.01%
967
+33
60
$117K 0.01%
1,380
+320
61
$117K 0.01%
574
62
$114K 0.01%
1,640
63
$109K 0.01%
3,031
64
$105K 0.01%
1,069
+1
65
$100K 0.01%
3,964
66
$97K 0.01%
3,981
+78
67
$95K 0.01%
1,391
68
$93K 0.01%
1,544
69
$87K 0.01%
1,839
70
$86K 0.01%
3,060
71
$82K 0.01%
2,587
72
$79K 0.01%
504
73
$79K 0.01%
+920
74
$78K 0.01%
4,440
75
$73K 0.01%
2,074
1 2
3
4 5