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
$854M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$2.8M
3
+$1.45M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.25M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.19M

Top Sells

1
+$8.85M
2
+$1.39M
3
+$928K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$920K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$546K

Sector Composition

1 Technology 0.47%
2 Consumer Discretionary 0.15%
3 Energy 0.11%
4 Consumer Staples 0.06%
5 Communication Services 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$129K 0.02%
16,529
+5,693
77
– –
-10,124
78
– –
-14,662
1 2 3
4