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
$824M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$1.87M
3
+$1.03M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$556K
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$316K

Top Sells

1
+$4.25M
2
+$1.68M
3
+$1.58M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$371K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$107K

Sector Composition

1 Energy 0.12%
2 Financials 0.08%
3 Industrials 0.08%
4 Technology 0.07%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$80K 0.01%
322
-4
77
$78K 0.01%
1,428
78
$76K 0.01%
552
+3
79
$70K 0.01%
1,366
-186
80
$66K 0.01%
2,410
81
$65K 0.01%
907
82
$63K 0.01%
620
-28
83
$62K 0.01%
3,400
84
$59K 0.01%
2,400
85
$59K 0.01%
669
86
$58K 0.01%
1,839
-50,167
87
$56K 0.01%
3,117
88
$55K 0.01%
1,442
-355
89
$53K 0.01%
650
90
$51K 0.01%
839
-90
91
$50K 0.01%
3,235
-167
92
$50K 0.01%
500
93
$48K 0.01%
917
-78
94
$47K 0.01%
2,157
-162
95
$45K 0.01%
604
96
$44K 0.01%
2,372
+6
97
$42K 0.01%
500
98
$41K 0.01%
1,648
-155
99
$40K ﹤0.01%
428
-80
100
$40K ﹤0.01%
404
-9
2 3
4
5 6