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
$634M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$2.61M
3
+$2.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.22M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.46M

Top Sells

1
+$2.59M
2
+$1.73M
3
+$332K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$190K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$94.3K

Sector Composition

1 Energy 0.16%
2 Materials 0.1%
3 Financials 0.09%
4 Industrials 0.09%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25K ﹤0.01%
600
102
$25K ﹤0.01%
500
+200
103
$24K ﹤0.01%
309
104
$22K ﹤0.01%
416
105
$21K ﹤0.01%
324
106
$20K ﹤0.01%
202
+122
107
$19K ﹤0.01%
459
+448
108
$17K ﹤0.01%
+525
109
$16K ﹤0.01%
+89
110
$16K ﹤0.01%
65
111
$16K ﹤0.01%
200
112
$15K ﹤0.01%
228
113
$15K ﹤0.01%
+250
114
$14K ﹤0.01%
+860
115
$14K ﹤0.01%
415
116
$14K ﹤0.01%
336
+173
117
$13K ﹤0.01%
300
118
$12K ﹤0.01%
+333
119
$12K ﹤0.01%
+916
120
$12K ﹤0.01%
185
121
$11K ﹤0.01%
424
122
$11K ﹤0.01%
85
123
$10K ﹤0.01%
610
124
$10K ﹤0.01%
465
125
$10K ﹤0.01%
+280
3 4
5
6 7