WCM

Wealthcare Capital Management Portfolio holdings

AUM $946M
1-Year Est. Return 10.81%
This Quarter Est. Return
1 Year Est. Return
+10.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$877M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$9.61M
3
+$3.8M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.59M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.38M

Top Sells

1
+$33M
2
+$12.3M
3
+$9.56M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.39M

Sector Composition

1 Technology 0.41%
2 Consumer Discretionary 0.2%
3 Communication Services 0.1%
4 Energy 0.1%
5 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$239K 0.03%
1,095
+45
77
$234K 0.03%
1,657
-20
78
$229K 0.03%
+5,692
79
$215K 0.02%
1,985
-4,597
80
$201K 0.02%
+522
81
$171K 0.02%
14,243
-42,728
82
$144K 0.02%
17,843
83
– –
-4,542
84
– –
-3,379
85
– –
-11,685
86
– –
-8,134
87
– –
-10,127
88
– –
-5,966
89
– –
-2,713
90
– –
-38,318
1 2 3
4