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
$814M
AUM Growth
-$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.06M
3
+$1.96M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.25M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.15M

Top Sells

1
+$22.9M
2
+$6.67M
3
+$3.09M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.11M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$793K

Sector Composition

1 Energy 0.11%
2 Industrials 0.08%
3 Technology 0.07%
4 Materials 0.07%
5 Financials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$30K ﹤0.01%
500
102
$30K ﹤0.01%
300
103
$29K ﹤0.01%
860
104
$28K ﹤0.01%
324
105
$28K ﹤0.01%
408
106
$27K ﹤0.01%
416
107
$27K ﹤0.01%
+142
108
$26K ﹤0.01%
487
+143
109
$26K ﹤0.01%
525
110
$26K ﹤0.01%
250
111
$24K ﹤0.01%
785
-459
112
$23K ﹤0.01%
177
-818
113
$20K ﹤0.01%
625
114
$20K ﹤0.01%
944
-3,535
115
$20K ﹤0.01%
63
116
$20K ﹤0.01%
810
117
$19K ﹤0.01%
400
118
$19K ﹤0.01%
522
-3,974
119
$19K ﹤0.01%
151
+1
120
$19K ﹤0.01%
2,145
121
$18K ﹤0.01%
214
122
$18K ﹤0.01%
+836
123
$18K ﹤0.01%
280
124
$18K ﹤0.01%
390
-240
125
$18K ﹤0.01%
3,170
+57
3 4
5
6 7