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
$694M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$5.65M
3
+$1.52M
4
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$125K
5
AAPL icon
Apple
AAPL
+$59.3K

Top Sells

1
+$72.3K
2
+$69.3K
3
+$66.7K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$59.7K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.86K

Sector Composition

1 Energy 0.15%
2 Industrials 0.1%
3 Financials 0.1%
4 Materials 0.1%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$29K ﹤0.01%
600
102
$28K ﹤0.01%
309
103
$28K ﹤0.01%
112
104
$28K ﹤0.01%
242
105
$27K ﹤0.01%
320
106
$26K ﹤0.01%
1,200
107
$26K ﹤0.01%
233
108
$26K ﹤0.01%
990
109
$24K ﹤0.01%
416
110
$24K ﹤0.01%
324
111
$23K ﹤0.01%
+424
112
$21K ﹤0.01%
525
113
$21K ﹤0.01%
450
114
$20K ﹤0.01%
250
115
$19K ﹤0.01%
500
116
$18K ﹤0.01%
200
117
$17K ﹤0.01%
228
118
$17K ﹤0.01%
562
+361
119
$16K ﹤0.01%
89
120
$16K ﹤0.01%
+134
121
$14K ﹤0.01%
860
122
$14K ﹤0.01%
113
123
$14K ﹤0.01%
397
124
$14K ﹤0.01%
415
125
$13K ﹤0.01%
+158
3 4
5
6 7