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
$822M
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$57.9M
2
+$4.08M
3
+$3.32M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.22M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.02M

Top Sells

1
+$34.7M
2
+$26.8M
3
+$6.86M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$6.11M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$983K

Sector Composition

1 Technology 0.13%
2 Consumer Discretionary 0.04%
3 Energy 0.04%
4 Financials 0.03%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$216K 0.03%
1,844
52
$208K 0.03%
1,167
+104
53
$9K ﹤0.01%
+1,964
54
– –
-100
55
– –
-4,320
56
– –
-100
57
– –
-2,665
58
– –
-2,090
59
– –
-6
60
– –
-750
61
– –
-1,198
62
– –
-398
63
– –
-4,440
64
– –
-842
65
– –
-465
66
– –
-25
67
– –
-187
68
– –
-2
69
– –
-41
70
– –
-1,599
71
– –
-171
72
– –
-65
73
– –
-48
74
– –
-4
75
– –
-500
1 2
3
4 5