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
$906M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$1.76M
3
+$1.43M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$680K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$352K

Top Sells

1
+$1.1M
2
+$1.03M
3
+$984K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$678K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$387K

Sector Composition

1 Energy 0.07%
2 Financials 0.06%
3 Technology 0.05%
4 Communication Services 0.04%
5 Utilities 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$59K 0.01%
917
77
$53K 0.01%
650
78
$51K 0.01%
1,060
-100
79
$49K 0.01%
413
80
$49K 0.01%
380
81
$49K 0.01%
624
82
$49K 0.01%
600
83
$47K 0.01%
+576
84
$46K 0.01%
411
85
$44K ﹤0.01%
1,236
86
$44K ﹤0.01%
9,180
87
$40K ﹤0.01%
737
88
$40K ﹤0.01%
766
-93
89
$39K ﹤0.01%
525
90
$39K ﹤0.01%
324
91
$39K ﹤0.01%
780
92
$35K ﹤0.01%
471
-75
93
$35K ﹤0.01%
1,491
+138
94
$34K ﹤0.01%
+785
95
$34K ﹤0.01%
416
96
$34K ﹤0.01%
297
97
$30K ﹤0.01%
495
98
$29K ﹤0.01%
322
+2
99
$28K ﹤0.01%
157
+2
100
$28K ﹤0.01%
400
2 3
4
5 6