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
$853M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$477K
3
+$214K
4
PM icon
Philip Morris
PM
+$130K
5
MO icon
Altria Group
MO
+$104K

Top Sells

1
+$30.3M
2
+$14.1M
3
+$3.81M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.3M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$773K

Sector Composition

1 Energy 0.1%
2 Financials 0.1%
3 Technology 0.09%
4 Consumer Staples 0.05%
5 Communication Services 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$42K ﹤0.01%
525
102
$42K ﹤0.01%
255
103
$42K ﹤0.01%
1,704
104
$42K ﹤0.01%
690
105
$39K ﹤0.01%
1,492
106
$36K ﹤0.01%
766
107
$34K ﹤0.01%
400
108
$33K ﹤0.01%
+635
109
$32K ﹤0.01%
416
110
$32K ﹤0.01%
477
111
$31K ﹤0.01%
400
112
$29K ﹤0.01%
699
113
$28K ﹤0.01%
750
114
$28K ﹤0.01%
135
115
$27K ﹤0.01%
100
116
$27K ﹤0.01%
3,800
117
$26K ﹤0.01%
544
118
$26K ﹤0.01%
219
119
$26K ﹤0.01%
624
120
$26K ﹤0.01%
125
121
$26K ﹤0.01%
230
-116
122
$26K ﹤0.01%
75
-25
123
$26K ﹤0.01%
515
124
$25K ﹤0.01%
110
125
$25K ﹤0.01%
434
3 4
5
6 7