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
$891M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$471K
3
+$297K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$191K
5
FMSA
Fairmount Santrol Holdings Inc.
FMSA
+$77.7K

Top Sells

1
+$7.86M
2
+$228K
3
+$67.7K
4
AAPL icon
Apple
AAPL
+$42.5K
5
DHR icon
Danaher
DHR
+$35.7K

Sector Composition

1 Energy 0.11%
2 Financials 0.05%
3 Technology 0.04%
4 Utilities 0.03%
5 Communication Services 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21K ﹤0.01%
810
102
$20K ﹤0.01%
166
103
$18K ﹤0.01%
113
104
$18K ﹤0.01%
1,149
+13
105
$17K ﹤0.01%
400
106
$17K ﹤0.01%
200
107
$17K ﹤0.01%
670
108
$16K ﹤0.01%
200
109
$15K ﹤0.01%
328
110
$15K ﹤0.01%
397
111
$15K ﹤0.01%
283
112
$15K ﹤0.01%
280
113
$14K ﹤0.01%
308
114
$14K ﹤0.01%
358
115
$14K ﹤0.01%
422
116
$14K ﹤0.01%
185
117
$13K ﹤0.01%
1,200
118
$12K ﹤0.01%
374
119
$12K ﹤0.01%
118
120
$12K ﹤0.01%
125
121
$11K ﹤0.01%
294
122
$11K ﹤0.01%
116
123
$10K ﹤0.01%
307
124
$10K ﹤0.01%
165
125
$10K ﹤0.01%
77
3 4
5
6 7