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
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$2.93M
3
+$1.86M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.24M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.09M

Top Sells

1
+$4.58M
2
+$409K
3
+$377K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$198K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$46.8K

Sector Composition

1 Technology 0.16%
2 Consumer Discretionary 0.04%
3 Financials 0.03%
4 Energy 0.02%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$278K 0.03%
12,796
+1,726
52
$273K 0.03%
1,281
+114
53
$254K 0.03%
4,256
54
$235K 0.03%
3,486
55
$222K 0.03%
+3,807
56
$212K 0.02%
6,181
-396
57
$211K 0.02%
+759
58
$201K 0.02%
+7,503
59
– –
-1,964
1 2
3