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
$634M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$2.61M
3
+$2.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.22M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.46M

Top Sells

1
+$2.59M
2
+$1.73M
3
+$332K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$190K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$94.3K

Sector Composition

1 Energy 0.16%
2 Materials 0.1%
3 Financials 0.09%
4 Industrials 0.09%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$57K 0.01%
1,442
77
$56K 0.01%
693
+191
78
$56K 0.01%
+2,000
79
$54K 0.01%
604
-59
80
$54K 0.01%
3,300
81
$53K 0.01%
650
82
$53K 0.01%
632
+100
83
$49K 0.01%
1,312
84
$48K 0.01%
494
+366
85
$48K 0.01%
+2,918
86
$44K 0.01%
723
87
$41K 0.01%
508
-39
88
$34K 0.01%
527
89
$33K 0.01%
1,263
+349
90
$32K 0.01%
323
+2
91
$31K ﹤0.01%
600
92
$30K ﹤0.01%
+400
93
$29K ﹤0.01%
943
+585
94
$28K ﹤0.01%
+870
95
$28K ﹤0.01%
261
96
$27K ﹤0.01%
242
97
$27K ﹤0.01%
990
98
$26K ﹤0.01%
320
99
$26K ﹤0.01%
233
100
$25K ﹤0.01%
1,218
2 3
4
5 6