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
$906M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$1.76M
3
+$1.43M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$680K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$352K

Top Sells

1
+$1.1M
2
+$1.03M
3
+$984K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$678K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$387K

Sector Composition

1 Energy 0.07%
2 Financials 0.06%
3 Technology 0.05%
4 Communication Services 0.04%
5 Utilities 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$27K ﹤0.01%
560
102
$27K ﹤0.01%
+515
103
$25K ﹤0.01%
916
104
$24K ﹤0.01%
200
105
$24K ﹤0.01%
699
106
$24K ﹤0.01%
3,583
+62
107
$22K ﹤0.01%
350
108
$22K ﹤0.01%
1,194
+12
109
$21K ﹤0.01%
400
110
$21K ﹤0.01%
810
111
$20K ﹤0.01%
400
112
$20K ﹤0.01%
+182
113
$20K ﹤0.01%
1,200
114
$19K ﹤0.01%
388
115
$18K ﹤0.01%
+1,575
116
$18K ﹤0.01%
+465
117
$18K ﹤0.01%
200
118
$17K ﹤0.01%
125
119
$17K ﹤0.01%
460
120
$14K ﹤0.01%
374
121
$13K ﹤0.01%
294
122
$13K ﹤0.01%
110
123
$13K ﹤0.01%
300
124
$12K ﹤0.01%
119
125
$12K ﹤0.01%
75
3 4
5
6 7