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
$1.03B
AUM Growth
-$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$959K
3
+$350K
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$324K
5
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$203K

Top Sells

1
+$124M
2
+$12.5M
3
+$8.13M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$865K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$830K

Sector Composition

1 Technology 0.19%
2 Consumer Discretionary 0.11%
3 Communication Services 0.05%
4 Financials 0.03%
5 Energy 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$477K 0.05%
6,455
-227
52
$474K 0.05%
6,894
+1,674
53
$447K 0.04%
20,216
+1,130
54
$443K 0.04%
7,700
-283
55
$443K 0.04%
8,709
+1,788
56
$437K 0.04%
2,660
+20
57
$434K 0.04%
4,598
+938
58
$431K 0.04%
5,734
+253
59
$414K 0.04%
6,624
60
$405K 0.04%
2,639
61
$390K 0.04%
3,781
+90
62
$356K 0.03%
1,305
-7
63
$330K 0.03%
12,435
+773
64
$290K 0.03%
4,929
+89
65
$283K 0.03%
6,518
+716
66
$280K 0.03%
5,513
+552
67
$272K 0.03%
3,440
68
$262K 0.03%
1,960
-20
69
$261K 0.03%
7,811
-23,267
70
$257K 0.02%
759
71
$251K 0.02%
739
-2
72
$236K 0.02%
8,899
-247
73
$233K 0.02%
596
+12
74
$211K 0.02%
3,712
75
$211K 0.02%
1,050
1 2
3
4