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
$900M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$62M
2
+$59.7M
3
+$13.6M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.67M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.05M

Top Sells

1
+$96.7M
2
+$25.3M
3
+$19.2M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.78M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$634K

Sector Composition

1 Technology 0.42%
2 Consumer Discretionary 0.19%
3 Communication Services 0.11%
4 Energy 0.11%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$229K 0.03%
5,769
-557
77
$224K 0.02%
1,469
-188
78
$217K 0.02%
10,702
-1,479
79
$205K 0.02%
5,001
-691
80
$203K 0.02%
+1,113
81
$175K 0.02%
14,243
82
$8.9K ﹤0.01%
+1,268
83
– –
-5,334
84
– –
-522
85
– –
-17,843
86
– –
-1,985
1 2 3
4