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
$728M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$4.58M
3
+$1.4M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$889K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$361K

Top Sells

1
+$518K
2
+$150K
3
+$75.9K
4
DUK icon
Duke Energy
DUK
+$68.3K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$55.6K

Sector Composition

1 Energy 0.13%
2 Industrials 0.09%
3 Materials 0.09%
4 Financials 0.09%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$31K ﹤0.01%
282
-4,714
102
$30K ﹤0.01%
1,200
103
$30K ﹤0.01%
329
+2
104
$30K ﹤0.01%
320
105
$30K ﹤0.01%
242
106
$28K ﹤0.01%
525
107
$28K ﹤0.01%
324
108
$27K ﹤0.01%
416
109
$27K ﹤0.01%
870
110
$27K ﹤0.01%
233
111
$26K ﹤0.01%
990
112
$23K ﹤0.01%
486
+36
113
$21K ﹤0.01%
500
114
$20K ﹤0.01%
250
115
$20K ﹤0.01%
147
+13
116
$19K ﹤0.01%
200
117
$18K ﹤0.01%
214
-14
118
$16K ﹤0.01%
113
119
$15K ﹤0.01%
180
-819
120
$15K ﹤0.01%
415
121
$15K ﹤0.01%
300
122
$14K ﹤0.01%
397
123
$13K ﹤0.01%
860
124
$13K ﹤0.01%
280
125
$13K ﹤0.01%
920
3 4
5
6 7