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
$900M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$62M
2
+$59.7M
3
+$13.6M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.67M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.05M

Top Sells

1
+$96.7M
2
+$25.3M
3
+$19.2M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.78M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$634K

Sector Composition

1 Technology 0.42%
2 Consumer Discretionary 0.19%
3 Communication Services 0.11%
4 Energy 0.11%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$520K 0.06%
26,652
-7,880
52
$514K 0.06%
4,646
53
$484K 0.05%
8,427
+1,135
54
$450K 0.05%
7,215
-145
55
$447K 0.05%
4,875
-5,008
56
$416K 0.05%
15,312
-20,088
57
$409K 0.05%
843
-66
58
$409K 0.05%
9,725
+43
59
$389K 0.04%
8,110
-764
60
$376K 0.04%
4,709
-315
61
$367K 0.04%
14,896
-22,028
62
$366K 0.04%
2,427
-4
63
$364K 0.04%
497
-6
64
$335K 0.04%
10,477
-754
65
$327K 0.04%
8,007
-725
66
$323K 0.04%
6,173
+430
67
$316K 0.04%
5,931
-1,353
68
$311K 0.03%
14,950
-268
69
$302K 0.03%
759
70
$299K 0.03%
1,701
-43
71
$289K 0.03%
585
-20
72
$278K 0.03%
662
-151
73
$277K 0.03%
3,276
-69
74
$252K 0.03%
1,050
-45
75
$234K 0.03%
1,113
-414
1 2
3
4