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
$853M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$477K
3
+$214K
4
PM icon
Philip Morris
PM
+$130K
5
MO icon
Altria Group
MO
+$104K

Top Sells

1
+$30.3M
2
+$14.1M
3
+$3.81M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.3M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$773K

Sector Composition

1 Energy 0.1%
2 Financials 0.1%
3 Technology 0.09%
4 Consumer Staples 0.05%
5 Communication Services 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$76K 0.01%
1,630
-209
77
$72K 0.01%
1,393
+334
78
$72K 0.01%
2,074
79
$70K 0.01%
483
-3
80
$68K 0.01%
+1,343
81
$62K 0.01%
815
-102
82
$60K 0.01%
2,582
83
$57K 0.01%
784
-39
84
$57K 0.01%
600
85
$57K 0.01%
830
86
$56K 0.01%
624
87
$51K 0.01%
650
88
$51K 0.01%
413
89
$50K 0.01%
576
90
$49K 0.01%
324
91
$48K 0.01%
1,301
92
$46K 0.01%
760
93
$45K 0.01%
760
94
$45K 0.01%
826
-3,016
95
$44K 0.01%
1,147
96
$44K 0.01%
321
97
$44K 0.01%
+1,031
98
$44K 0.01%
396
99
$42K ﹤0.01%
781
100
$42K ﹤0.01%
1,184
-150
2 3
4
5 6