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
$824M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$1.87M
3
+$1.03M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$556K
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$316K

Top Sells

1
+$4.25M
2
+$1.68M
3
+$1.58M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$371K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$107K

Sector Composition

1 Energy 0.12%
2 Financials 0.08%
3 Industrials 0.08%
4 Technology 0.07%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$40K ﹤0.01%
600
-533
102
$37K ﹤0.01%
300
103
$37K ﹤0.01%
877
104
$37K ﹤0.01%
1,244
-560
105
$36K ﹤0.01%
600
106
$32K ﹤0.01%
261
107
$31K ﹤0.01%
309
108
$31K ﹤0.01%
551
-80
109
$31K ﹤0.01%
624
110
$30K ﹤0.01%
1,236
111
$29K ﹤0.01%
1,034
-85
112
$29K ﹤0.01%
630
-90
113
$29K ﹤0.01%
242
114
$28K ﹤0.01%
416
115
$28K ﹤0.01%
700
116
$28K ﹤0.01%
500
117
$28K ﹤0.01%
408
-140
118
$27K ﹤0.01%
525
-500
119
$25K ﹤0.01%
570
-184
120
$25K ﹤0.01%
233
121
$24K ﹤0.01%
+344
122
$24K ﹤0.01%
324
123
$24K ﹤0.01%
508
-154
124
$23K ﹤0.01%
870
125
$22K ﹤0.01%
860
3 4
5
6 7