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
$854M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$2.8M
3
+$1.45M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.25M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.19M

Top Sells

1
+$8.85M
2
+$1.39M
3
+$928K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$920K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$546K

Sector Composition

1 Technology 0.47%
2 Consumer Discretionary 0.15%
3 Energy 0.11%
4 Consumer Staples 0.06%
5 Communication Services 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$401K 0.05%
7,317
+23
52
$384K 0.05%
12,318
-1,166
53
$377K 0.04%
4,103
+9
54
$373K 0.04%
3,019
+819
55
$358K 0.04%
6,979
+664
56
$340K 0.04%
8,981
-496
57
$333K 0.04%
4,725
58
$319K 0.04%
11,753
-4,871
59
$309K 0.04%
643
-8
60
$302K 0.04%
+6,074
61
$299K 0.04%
8,674
+255
62
$283K 0.03%
+5,966
63
$277K 0.03%
+514
64
$272K 0.03%
3,958
+506
65
$267K 0.03%
5,094
+685
66
$264K 0.03%
2,204
+244
67
$261K 0.03%
759
68
$251K 0.03%
+735
69
$249K 0.03%
1,643
+11
70
$240K 0.03%
+837
71
$229K 0.03%
+2,141
72
$213K 0.02%
+1,050
73
$210K 0.02%
8,979
-196
74
$207K 0.02%
+466
75
$205K 0.02%
+785
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3
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