WCM

Wealthcare Capital Management Portfolio holdings

AUM $946M
1-Year Est. Return 10.81%
This Quarter Est. Return
1 Year Est. Return
+10.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$4.81M
3
+$3.62M
4
CXM icon
Sprinklr
CXM
+$2.28M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$2.04M

Top Sells

1
+$10.9M
2
+$2.97M
3
+$623K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$418K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$356K

Sector Composition

1 Technology 0.47%
2 Consumer Discretionary 0.12%
3 Communication Services 0.07%
4 Financials 0.06%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$561K 0.05%
25,382
+5,166
52
$561K 0.05%
1,286
-79
53
$551K 0.05%
6,584
+129
54
$526K 0.05%
3,064
+425
55
$520K 0.05%
7,058
+164
56
$518K 0.05%
26,652
57
$514K 0.05%
8,239
+1,615
58
$513K 0.05%
4,646
59
$493K 0.05%
9,784
+1,075
60
$453K 0.04%
2,720
+60
61
$453K 0.04%
7,554
-146
62
$448K 0.04%
5,840
+106
63
$426K 0.04%
4,598
64
$372K 0.03%
3,364
-417
65
$323K 0.03%
10,002
-9,436
66
$323K 0.03%
+7,803
67
$313K 0.03%
2,160
+200
68
$301K 0.03%
600
+4
69
$296K 0.03%
6,641
+123
70
$293K 0.03%
3,440
71
$292K 0.03%
4,779
-150
72
$285K 0.03%
10,672
+1,773
73
$276K 0.03%
759
74
$264K 0.02%
+3,120
75
$258K 0.02%
768
+29
1 2
3
4