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
$820M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$1.62M
3
+$1.44M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.16M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$996K

Top Sells

1
+$6.81M
2
+$5.42M
3
+$3.76M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.78M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.71M

Sector Composition

1 Technology 0.43%
2 Energy 0.12%
3 Consumer Discretionary 0.11%
4 Healthcare 0.04%
5 Consumer Staples 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-133,172
77
– –
-5,353
78
– –
-29,347
79
– –
-50,075
1 2 3
4