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
$694M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$5.65M
3
+$1.52M
4
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$125K
5
AAPL icon
Apple
AAPL
+$59.3K

Top Sells

1
+$72.3K
2
+$69.3K
3
+$66.7K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$59.7K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.86K

Sector Composition

1 Energy 0.15%
2 Industrials 0.1%
3 Financials 0.1%
4 Materials 0.1%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$59K 0.01%
+614
77
$58K 0.01%
3,385
78
$56K 0.01%
2,400
79
$55K 0.01%
3,400
80
$55K 0.01%
1,442
81
$54K 0.01%
891
+168
82
$54K 0.01%
2,100
83
$53K 0.01%
604
84
$53K 0.01%
650
85
$50K 0.01%
2,928
+6
86
$50K 0.01%
+500
87
$49K 0.01%
2,000
88
$45K 0.01%
508
89
$44K 0.01%
466
90
$42K 0.01%
+500
91
$37K 0.01%
400
92
$36K 0.01%
339
93
$36K 0.01%
527
94
$34K ﹤0.01%
1,263
95
$32K ﹤0.01%
327
+2
96
$31K ﹤0.01%
600
97
$31K ﹤0.01%
1,094
98
$31K ﹤0.01%
261
99
$30K ﹤0.01%
783
100
$29K ﹤0.01%
870
2 3
4
5 6