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
$724M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$598K
3
+$556K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$390K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$350K

Top Sells

1
+$736K
2
+$258K
3
+$189K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$181K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$179K

Sector Composition

1 Technology 0.12%
2 Energy 0.09%
3 Financials 0.07%
4 Healthcare 0.06%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$99K 0.01%
3,031
77
$98K 0.01%
1,525
+1,000
78
$89K 0.01%
3,060
79
$84K 0.01%
404
80
$82K 0.01%
1,729
81
$82K 0.01%
+300
82
$81K 0.01%
4,440
83
$80K 0.01%
3,142
+3
84
$74K 0.01%
553
+1
85
$74K 0.01%
2,074
86
$72K 0.01%
624
87
$66K 0.01%
994
88
$65K 0.01%
496
+4
89
$56K 0.01%
1,031
90
$56K 0.01%
600
91
$55K 0.01%
1,343
92
$54K 0.01%
830
93
$52K 0.01%
396
94
$51K 0.01%
413
95
$51K 0.01%
1,716
+90
96
$49K 0.01%
255
97
$49K 0.01%
324
98
$49K 0.01%
599
99
$45K 0.01%
782
100
$44K 0.01%
843
+17
2 3
4
5 6