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
$877M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$9.61M
3
+$3.8M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.59M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.38M

Top Sells

1
+$33M
2
+$12.3M
3
+$9.56M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.39M

Sector Composition

1 Technology 0.41%
2 Consumer Discretionary 0.2%
3 Communication Services 0.1%
4 Energy 0.1%
5 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$502K 0.06%
10,130
+160
52
$500K 0.06%
+22,031
53
$439K 0.05%
7,360
+21
54
$433K 0.05%
1,744
+56
55
$433K 0.05%
8,874
+764
56
$418K 0.05%
+7,595
57
$403K 0.05%
7,292
-1,261
58
$379K 0.04%
5,024
+1,820
59
$378K 0.04%
+9,682
60
$355K 0.04%
+7,284
61
$340K 0.04%
2,431
+138
62
$332K 0.04%
503
+2
63
$328K 0.04%
11,231
-1,892
64
$325K 0.04%
8,732
+25
65
$322K 0.04%
909
-30
66
$319K 0.04%
605
-47
67
$306K 0.04%
1,527
-79
68
$305K 0.03%
+15,218
69
$297K 0.03%
5,743
-1,461
70
$290K 0.03%
813
+16
71
$286K 0.03%
759
72
$256K 0.03%
+5,334
73
$252K 0.03%
+12,181
74
$251K 0.03%
3,345
-1
75
$246K 0.03%
+6,326
1 2
3
4