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WCM
Wealthcare Capital Management Portfolio holdings
AUM
$1.05B
1-Year Est. Return
14.89%
This Fund
S&P 500
This Quarter
Est. Return
+6.9%
1 Year Est. Return
+14.89%
3 Year Est. Return
+41.41%
5 Year Est. Return
+30.41%
10 Year Est. Return
+100.18%
AUM
$1.05B
AUM Growth
+$53.9M
(+5.4%)
Cap. Flow
-$6.36M
Cap. Flow
% of AUM
-0.6%
Top 10 Holdings %
Top 10 Hldgs %
85.49%
Holding
109
New
15
Increased
33
Reduced
47
Closed
4
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$17.5M |
| 2 |
ExxonMobil
XOM
|
+$2.38M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$1.92M |
| 4 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$1.6M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$1.08M |
Sector Composition
| 1 | Financials | 1.23% |
| 2 | Technology | 0.53% |
| 3 | Consumer Staples | 0.07% |
| 4 | Communication Services | 0.06% |
| 5 | Utilities | 0.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Russell 1000 Value ETF
IWD
$81.4B
| $211K | 0.02% |
+872
| New | +$203K |
|
102
Vanguard FTSE Emerging Markets ETF
VWO
$121B
| $206K | 0.02% |
+3,458
| New | +$203K |
|
103
Innovator Laddered Allocation Buffer ETF
BUFB
$317M
| $200K | 0.02% |
+5,100
| New | +$196K |
|
|
ETHW
104
Bitwise Ethereum ETF
ETHW
$197M
| $191K | 0.02% |
+16,963
| New | +$250K |
|
105
VanEck BDC Income ETF
BIZD
$1.61B
| $140K | 0.01% |
11,083
| – | – |
|
106
Broadcom
AVGO
$1.85T
| – | – |
-907
| Closed | -$281K |
|
107
JPMorgan Equity Premium Income ETF
JEPI
$45B
| – | – |
-7,302
| Closed | -$414K |
|
108
Vanguard Real Estate ETF
VNQ
$38.7B
| – | – |
-2,761
| Closed | -$245K |
|
|
109
ExxonMobil
XOM
$601B
| – | – |
-14,022
| Closed | -$2.38M |
|
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