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
$879M
AUM Growth
+$3.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.57M
3
+$431K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$146K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$126K

Top Sells

1
+$3.05M
2
+$2.6M
3
+$2.34M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.76M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$192K

Sector Composition

1 Energy 0.09%
2 Financials 0.07%
3 Technology 0.07%
4 Communication Services 0.04%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$36K ﹤0.01%
346
+140
102
$33K ﹤0.01%
766
103
$32K ﹤0.01%
416
104
$32K ﹤0.01%
400
105
$30K ﹤0.01%
100
+45
106
$28K ﹤0.01%
400
107
$28K ﹤0.01%
477
108
$27K ﹤0.01%
544
+100
109
$26K ﹤0.01%
624
-161
110
$26K ﹤0.01%
750
+300
111
$26K ﹤0.01%
515
112
$26K ﹤0.01%
135
+70
113
$24K ﹤0.01%
100
114
$24K ﹤0.01%
110
+60
115
$24K ﹤0.01%
125
116
$24K ﹤0.01%
434
+220
117
$24K ﹤0.01%
699
118
$24K ﹤0.01%
3,778
+63
119
$23K ﹤0.01%
219
+100
120
$23K ﹤0.01%
3,800
+1,800
121
$23K ﹤0.01%
95
+45
122
$22K ﹤0.01%
1,228
+11
123
$22K ﹤0.01%
200
124
$21K ﹤0.01%
262
+135
125
$20K ﹤0.01%
290
+150
3 4
5
6 7