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
$986M
AUM Growth
-$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$9.86M
2
+$4.73M
3
+$2.79M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.05M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$888K

Top Sells

1
+$15.1M
2
+$5.11M
3
+$4.64M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.91M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$927K

Sector Composition

1 Financials 1.16%
2 Technology 0.6%
3 Consumer Discretionary 0.2%
4 Communication Services 0.15%
5 Energy 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$573K 0.06%
1,115
-4
52
$514K 0.05%
5,599
-730
53
$513K 0.05%
4,646
54
$507K 0.05%
879
-14
55
$488K 0.05%
516
-2
56
$482K 0.05%
1,860
+234
57
$436K 0.04%
7,479
-492
58
$425K 0.04%
7,111
-44
59
$418K 0.04%
2,700
-69
60
$393K 0.04%
6,878
-549
61
$381K 0.04%
19,286
62
$372K 0.04%
10,205
+2,431
63
$362K 0.04%
7,928
-7
64
$358K 0.04%
7,944
-1,706
65
$332K 0.03%
1,353
+252
66
$329K 0.03%
1,964
+252
67
$319K 0.03%
759
68
$310K 0.03%
8,220
-230
69
$300K 0.03%
3,234
+13
70
$297K 0.03%
9,001
+80
71
$297K 0.03%
7,646
-2,224
72
$294K 0.03%
10,779
-11,687
73
$290K 0.03%
+2,561
74
$281K 0.03%
537
+27
75
$277K 0.03%
519
+160
1 2
3
4