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
$724M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$598K
3
+$556K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$390K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$350K

Top Sells

1
+$736K
2
+$258K
3
+$189K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$181K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$179K

Sector Composition

1 Technology 0.12%
2 Energy 0.09%
3 Financials 0.07%
4 Healthcare 0.06%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$212K 0.03%
1,844
52
$202K 0.03%
759
-47
53
$202K 0.03%
1,750
-502
54
$198K 0.03%
4,428
-452
55
$197K 0.03%
556
-66
56
$197K 0.03%
7,503
57
$190K 0.03%
1,496
58
$189K 0.03%
11,780
59
$176K 0.02%
1,510
-508
60
$149K 0.02%
2,624
+15
61
$144K 0.02%
1,640
62
$141K 0.02%
1,050
63
$140K 0.02%
+2,090
64
$135K 0.02%
969
65
$133K 0.02%
6,006
66
$131K 0.02%
1,380
67
$125K 0.02%
1,595
68
$117K 0.02%
1,928
69
$115K 0.02%
574
70
$111K 0.02%
+5,000
71
$109K 0.02%
1,399
-89
72
$108K 0.01%
1,391
73
$107K 0.01%
685
-82
74
$106K 0.01%
2,205
75
$104K 0.01%
862
-219
1 2
3
4 5