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
$997M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$11.7M
3
+$2.49M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.63M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.28M

Top Sells

1
+$23.2M
2
+$15M
3
+$1.59M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.14M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$963K

Sector Composition

1 Financials 1.28%
2 Technology 0.53%
3 Consumer Discretionary 0.2%
4 Communication Services 0.12%
5 Energy 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$588K 0.06%
+16,129
52
$550K 0.06%
8,934
-10
53
$514K 0.05%
4,646
54
$513K 0.05%
897
+60
55
$464K 0.05%
7,155
56
$459K 0.05%
518
+1
57
$449K 0.05%
+9,555
58
$445K 0.04%
1,702
+23
59
$435K 0.04%
10,546
-2,577
60
$407K 0.04%
2,456
+5
61
$397K 0.04%
19,286
-7,366
62
$390K 0.04%
6,781
-452
63
$360K 0.04%
+7,704
64
$350K 0.04%
10,201
-148
65
$328K 0.03%
+7,979
66
$321K 0.03%
759
67
$313K 0.03%
3,272
-3
68
$307K 0.03%
6,171
+148
69
$303K 0.03%
1,756
+126
70
$296K 0.03%
8,511
+248
71
$292K 0.03%
499
+5
72
$279K 0.03%
4,827
-660
73
$276K 0.03%
1,050
74
$256K 0.03%
1,533
+40
75
$256K 0.03%
6,143
1 2
3
4