WCM

Wealthcare Capital Management Portfolio holdings

AUM $946M
1-Year Est. Return 10.81%
This Quarter Est. Return
1 Year Est. Return
+10.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$849M
AUM Growth
+$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,105
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$19.9M
3
+$10.3M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.2M
5
SO icon
Southern Company
SO
+$129K

Top Sells

1
+$1.99M
2
+$1.82M
3
+$1.27M
4
CAG icon
Conagra Brands
CAG
+$1.02M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$972K

Sector Composition

1 Energy 0.14%
2 Financials 0.12%
3 Industrials 0.09%
4 Technology 0.09%
5 Materials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$89K 0.01%
1,045
-1,588
77
$87K 0.01%
1,552
-559
78
$85K 0.01%
549
-631
79
$84K 0.01%
1,045
-710
80
$84K 0.01%
1,133
-13,107
81
$82K 0.01%
1,540
-224
82
$78K 0.01%
978
-5,912
83
$77K 0.01%
1,797
-850
84
$74K 0.01%
648
-385
85
$70K 0.01%
1,428
-14,473
86
$69K 0.01%
907
-1,273
87
$69K 0.01%
3,400
-490
88
$65K 0.01%
2,410
89
$63K 0.01%
929
-1,789
90
$63K 0.01%
669
91
$62K 0.01%
523
-180
92
$59K 0.01%
2,400
93
$58K 0.01%
3,402
-333
94
$58K 0.01%
1,500
95
$58K 0.01%
1,025
-920
96
$57K 0.01%
995
-40
97
$57K 0.01%
3,117
98
$57K 0.01%
1,804
-5,904
99
$55K 0.01%
2,319
-600
100
$54K 0.01%
500
2 3
4
5 6