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
$724M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$598K
3
+$556K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$390K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$350K

Top Sells

1
+$736K
2
+$258K
3
+$189K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$181K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$179K

Sector Composition

1 Technology 0.12%
2 Energy 0.09%
3 Financials 0.07%
4 Healthcare 0.06%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$43K 0.01%
488
-88
102
$41K 0.01%
760
103
$38K 0.01%
766
104
$38K 0.01%
477
105
$38K 0.01%
635
106
$36K 0.01%
416
107
$34K ﹤0.01%
400
108
$29K ﹤0.01%
699
109
$28K ﹤0.01%
200
-19
110
$28K ﹤0.01%
100
111
$27K ﹤0.01%
75
112
$27K ﹤0.01%
101
113
$27K ﹤0.01%
690
114
$27K ﹤0.01%
515
115
$26K ﹤0.01%
125
116
$26K ﹤0.01%
544
117
$26K ﹤0.01%
230
118
$25K ﹤0.01%
624
119
$25K ﹤0.01%
125
120
$25K ﹤0.01%
750
121
$24K ﹤0.01%
400
122
$24K ﹤0.01%
125
123
$24K ﹤0.01%
500
124
$24K ﹤0.01%
4,059
+76
125
$23K ﹤0.01%
110
3 4
5
6 7