WCM

Wealthcare Capital Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 16.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$4.84M
3
+$3.64M
4
CXM icon
Sprinklr
CXM
+$2.35M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$2.05M

Top Sells

1
+$10.6M
2
+$2.9M
3
+$623K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$407K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$356K

Sector Composition

1 Technology 0.47%
2 Consumer Discretionary 0.12%
3 Communication Services 0.07%
4 Financials 0.06%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$258K 0.02%
+1,995
77
$257K 0.02%
+8,730
78
$234K 0.02%
1,497
+100
79
$232K 0.02%
1,050
80
$218K 0.02%
3,676
+209
81
$210K 0.02%
+120
82
$203K 0.02%
5,841
-1,970
83
$200K 0.02%
+1,380
84
– –
-4,317
85
– –
-3,712
86
– –
-1,305
87
– –
-5,513
1 2 3
4