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
$676M
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$6.74M
3
+$1.49M
4
PX
Praxair Inc
PX
+$22K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$20.9K

Top Sells

1
+$153K
2
+$136K
3
+$126K
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$92.3K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$90.1K

Sector Composition

1 Energy 0.15%
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
$27K ﹤0.01%
990
102
$27K ﹤0.01%
1,200
-18
103
$27K ﹤0.01%
600
104
$26K ﹤0.01%
309
105
$25K ﹤0.01%
525
106
$24K ﹤0.01%
416
107
$22K ﹤0.01%
324
108
$19K ﹤0.01%
450
+114
109
$19K ﹤0.01%
500
+368
110
$17K ﹤0.01%
250
111
$17K ﹤0.01%
200
112
$16K ﹤0.01%
228
113
$16K ﹤0.01%
415
114
$15K ﹤0.01%
89
115
$14K ﹤0.01%
860
116
$14K ﹤0.01%
300
117
$14K ﹤0.01%
350
-150
118
$13K ﹤0.01%
+113
119
$13K ﹤0.01%
916
120
$12K ﹤0.01%
397
+170
121
$12K ﹤0.01%
85
122
$11K ﹤0.01%
610
123
$11K ﹤0.01%
280
124
$11K ﹤0.01%
113
125
$11K ﹤0.01%
333
3 4
5
6 7