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
$634M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$2.61M
3
+$2.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.22M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.46M

Top Sells

1
+$2.59M
2
+$1.73M
3
+$332K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$190K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$94.3K

Sector Composition

1 Energy 0.16%
2 Materials 0.1%
3 Financials 0.09%
4 Industrials 0.09%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10K ﹤0.01%
+113
127
$10K ﹤0.01%
106
128
$9K ﹤0.01%
335
129
$9K ﹤0.01%
238
130
$8K ﹤0.01%
47
131
$8K ﹤0.01%
+212
132
$8K ﹤0.01%
151
-325
133
$8K ﹤0.01%
+100
134
$8K ﹤0.01%
138
135
$7K ﹤0.01%
100
136
$7K ﹤0.01%
+165
137
$7K ﹤0.01%
+256
138
$6K ﹤0.01%
+200
139
$6K ﹤0.01%
201
+81
140
$6K ﹤0.01%
227
+219
141
$6K ﹤0.01%
68
142
$5K ﹤0.01%
170
143
$5K ﹤0.01%
500
144
$5K ﹤0.01%
132
145
$5K ﹤0.01%
67
146
$4K ﹤0.01%
450
147
$4K ﹤0.01%
36
148
$3K ﹤0.01%
94
149
$3K ﹤0.01%
+56
150
$2K ﹤0.01%
50
3 4 5
6
7