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
$676M
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$6.74M
3
+$1.49M
4
PX
Praxair Inc
PX
+$22K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$20.9K

Top Sells

1
+$153K
2
+$136K
3
+$126K
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$92.3K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$90.1K

Sector Composition

1 Energy 0.15%
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
$59K 0.01%
3,400
+100
77
$58K 0.01%
1,442
78
$57K 0.01%
604
79
$53K 0.01%
650
80
$53K 0.01%
2,100
-177
81
$53K 0.01%
2,000
82
$52K 0.01%
3,385
-325
83
$52K 0.01%
2,922
+4
84
$47K 0.01%
466
-28
85
$44K 0.01%
508
86
$42K 0.01%
723
87
$35K 0.01%
325
+2
88
$35K 0.01%
339
+137
89
$34K 0.01%
1,263
90
$33K ﹤0.01%
527
91
$33K ﹤0.01%
400
92
$32K ﹤0.01%
783
+324
93
$31K ﹤0.01%
1,094
+151
94
$29K ﹤0.01%
600
95
$29K ﹤0.01%
112
+47
96
$29K ﹤0.01%
870
97
$29K ﹤0.01%
261
98
$28K ﹤0.01%
320
99
$28K ﹤0.01%
242
100
$27K ﹤0.01%
233
2 3
4
5 6