WCM

Wealthcare Capital Management Portfolio holdings

AUM $946M
1-Year Est. Return 10.81%
This Quarter Est. Return
1 Year Est. Return
+10.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$849M
AUM Growth
+$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,105
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$19.9M
3
+$10.3M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.2M
5
SO icon
Southern Company
SO
+$129K

Top Sells

1
+$1.99M
2
+$1.82M
3
+$1.27M
4
CAG icon
Conagra Brands
CAG
+$1.02M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$972K

Sector Composition

1 Energy 0.14%
2 Financials 0.12%
3 Industrials 0.09%
4 Technology 0.09%
5 Materials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$53K 0.01%
650
-1,644
102
$50K 0.01%
508
-3,399
103
$49K 0.01%
1,330
-9,609
104
$48K 0.01%
1,803
-12,401
105
$48K 0.01%
355
-145
106
$47K 0.01%
604
-37
107
$47K 0.01%
548
-417
108
$46K 0.01%
265
-136
109
$46K 0.01%
+300
110
$45K 0.01%
535
-5,808
111
$45K 0.01%
500
112
$44K 0.01%
877
-57
113
$44K 0.01%
631
-329
114
$43K 0.01%
1,119
-261
115
$43K 0.01%
2,366
+4
116
$40K ﹤0.01%
600
-19,059
117
$40K ﹤0.01%
1,640
-1,170
118
$40K ﹤0.01%
662
-777
119
$39K ﹤0.01%
413
-2,481
120
$39K ﹤0.01%
+10,000
121
$38K ﹤0.01%
309
122
$37K ﹤0.01%
289
-656
123
$37K ﹤0.01%
261
124
$36K ﹤0.01%
720
-615
125
$34K ﹤0.01%
2,945
-1,730
3 4
5
6 7