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
$853M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$477K
3
+$214K
4
PM icon
Philip Morris
PM
+$130K
5
MO icon
Altria Group
MO
+$104K

Top Sells

1
+$30.3M
2
+$14.1M
3
+$3.81M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.3M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$773K

Sector Composition

1 Energy 0.1%
2 Financials 0.1%
3 Technology 0.09%
4 Consumer Staples 0.05%
5 Communication Services 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$178K 0.02%
8,524
+4
52
$148K 0.02%
2,718
-51
53
$144K 0.02%
1,496
54
$144K 0.02%
885
55
$143K 0.02%
1,077
+110
56
$140K 0.02%
1,050
57
$138K 0.02%
1,380
58
$130K 0.02%
+1,595
59
$123K 0.01%
574
60
$122K 0.01%
1,070
+1
61
$116K 0.01%
1,640
62
$115K 0.01%
1,846
-250
63
$110K 0.01%
900
-397
64
$108K 0.01%
3,031
65
$104K 0.01%
+1,729
66
$100K 0.01%
3,964
67
$98K 0.01%
1,391
68
$98K 0.01%
3,881
-100
69
$95K 0.01%
920
70
$94K 0.01%
1,963
-16,150
71
$93K 0.01%
1,544
72
$90K 0.01%
3,060
73
$88K 0.01%
2,587
74
$84K 0.01%
504
75
$80K 0.01%
4,440
1 2
3
4 5