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
$728M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$4.58M
3
+$1.4M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$889K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$361K

Top Sells

1
+$518K
2
+$150K
3
+$75.9K
4
DUK icon
Duke Energy
DUK
+$68.3K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$55.6K

Sector Composition

1 Energy 0.13%
2 Industrials 0.09%
3 Materials 0.09%
4 Financials 0.09%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$62K 0.01%
614
77
$62K 0.01%
2,157
+57
78
$61K 0.01%
3,400
79
$60K 0.01%
1,442
80
$58K 0.01%
3,235
-150
81
$58K 0.01%
620
+112
82
$56K 0.01%
604
83
$54K 0.01%
650
84
$52K 0.01%
500
85
$51K 0.01%
2,000
86
$47K 0.01%
748
-143
87
$47K 0.01%
178
+66
88
$46K 0.01%
2,356
-572
89
$45K 0.01%
500
90
$44K 0.01%
+1,034
91
$44K 0.01%
466
92
$38K 0.01%
535
+8
93
$37K 0.01%
358
+19
94
$36K ﹤0.01%
806
+23
95
$35K ﹤0.01%
600
96
$33K ﹤0.01%
1,125
+31
97
$33K ﹤0.01%
1,282
+19
98
$33K ﹤0.01%
261
99
$32K ﹤0.01%
624
+24
100
$31K ﹤0.01%
309
2 3
4
5 6