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
$598M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$3.44M
3
+$226K
4
PBCT
People's United Financial Inc
PBCT
+$217K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$113K

Top Sells

1
+$7.91M
2
+$6.04M
3
+$305K
4
DVY icon
iShares Select Dividend ETF
DVY
+$133K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$90.8K

Sector Composition

1 Energy 0.16%
2 Materials 0.1%
3 Financials 0.09%
4 Industrials 0.08%
5 Utilities 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12K ﹤0.01%
128
77
$12K ﹤0.01%
300
78
$12K ﹤0.01%
+185
79
$11K ﹤0.01%
424
80
$11K ﹤0.01%
85
81
$10K ﹤0.01%
358
+3
82
$10K ﹤0.01%
106
83
$9K ﹤0.01%
610
84
$8K ﹤0.01%
47
85
$8K ﹤0.01%
335
86
$8K ﹤0.01%
465
87
$8K ﹤0.01%
238
88
$7K ﹤0.01%
100
89
$7K ﹤0.01%
80
+51
90
$7K ﹤0.01%
138
91
$6K ﹤0.01%
163
-49
92
$5K ﹤0.01%
170
93
$5K ﹤0.01%
500
94
$5K ﹤0.01%
132
+2
95
$5K ﹤0.01%
67
96
$5K ﹤0.01%
68
97
$4K ﹤0.01%
450
-450
98
$4K ﹤0.01%
36
99
$3K ﹤0.01%
50
100
$3K ﹤0.01%
+94
2 3
4
5 6