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
$598M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$3.44M
3
+$226K
4
PBCT
People's United Financial Inc
PBCT
+$217K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$113K

Top Sells

1
+$7.91M
2
+$6.04M
3
+$305K
4
DVY icon
iShares Select Dividend ETF
DVY
+$133K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$90.8K

Sector Composition

1 Energy 0.16%
2 Materials 0.1%
3 Financials 0.09%
4 Industrials 0.08%
5 Utilities 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3K ﹤0.01%
120
102
$3K ﹤0.01%
220
103
$3K ﹤0.01%
60
104
$3K ﹤0.01%
25
105
$2K ﹤0.01%
37
106
$2K ﹤0.01%
29
107
$2K ﹤0.01%
30
108
$2K ﹤0.01%
50
109
$2K ﹤0.01%
200
110
$2K ﹤0.01%
200
111
$2K ﹤0.01%
20
112
$2K ﹤0.01%
34
113
$2K ﹤0.01%
27
114
$2K ﹤0.01%
33
115
$2K ﹤0.01%
150
116
$1K ﹤0.01%
34
117
$1K ﹤0.01%
18
+1
118
$1K ﹤0.01%
200
119
$1K ﹤0.01%
15
120
– –
-153
121
– –
-2,000
122
– –
-10
123
$0 ﹤0.01%
8
124
– –
-300
125
$0 ﹤0.01%
11
2 3 4
5
6