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
$814M
AUM Growth
-$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.06M
3
+$1.96M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.25M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.15M

Top Sells

1
+$22.9M
2
+$6.67M
3
+$3.09M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.11M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$793K

Sector Composition

1 Energy 0.11%
2 Industrials 0.08%
3 Technology 0.07%
4 Materials 0.07%
5 Financials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$65K 0.01%
620
77
$64K 0.01%
2,111
-24,780
78
$61K 0.01%
460
-92
79
$58K 0.01%
3,117
80
$58K 0.01%
1,839
81
$54K 0.01%
2,074
+1,204
82
$53K 0.01%
500
83
$52K 0.01%
650
84
$51K 0.01%
3,060
-175
85
$50K 0.01%
+1,428
86
$49K 0.01%
917
87
$48K 0.01%
404
88
$44K 0.01%
428
89
$43K 0.01%
+1,687
90
$43K 0.01%
500
91
$43K 0.01%
600
92
$41K 0.01%
1,565
-83
93
$38K ﹤0.01%
877
94
$36K ﹤0.01%
300
-582
95
$35K ﹤0.01%
316
+83
96
$35K ﹤0.01%
369
-300
97
$33K ﹤0.01%
624
98
$32K ﹤0.01%
571
+1
99
$31K ﹤0.01%
1,236
100
$30K ﹤0.01%
700
2 3
4
5 6