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
$891M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$471K
3
+$297K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$191K
5
FMSA
Fairmount Santrol Holdings Inc.
FMSA
+$77.7K

Top Sells

1
+$7.86M
2
+$228K
3
+$67.7K
4
AAPL icon
Apple
AAPL
+$42.5K
5
DHR icon
Danaher
DHR
+$35.7K

Sector Composition

1 Energy 0.11%
2 Financials 0.05%
3 Technology 0.04%
4 Utilities 0.03%
5 Communication Services 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$45K 0.01%
378
77
$43K ﹤0.01%
600
78
$42K ﹤0.01%
525
79
$42K ﹤0.01%
468
-122
80
$41K ﹤0.01%
780
+1
81
$40K ﹤0.01%
273
+2
82
$40K ﹤0.01%
624
83
$39K ﹤0.01%
316
84
$38K ﹤0.01%
300
85
$37K ﹤0.01%
369
86
$36K ﹤0.01%
860
87
$35K ﹤0.01%
877
88
$33K ﹤0.01%
1,236
89
$33K ﹤0.01%
576
+1
90
$33K ﹤0.01%
415
91
$32K ﹤0.01%
250
92
$32K ﹤0.01%
160
93
$31K ﹤0.01%
416
94
$30K ﹤0.01%
324
95
$29K ﹤0.01%
278
96
$27K ﹤0.01%
500
97
$24K ﹤0.01%
1,034
98
$24K ﹤0.01%
375
99
$23K ﹤0.01%
177
100
$22K ﹤0.01%
3,345
+58
2 3
4
5 6