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
$676M
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$6.74M
3
+$1.49M
4
PX
Praxair Inc
PX
+$22K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$20.9K

Top Sells

1
+$153K
2
+$136K
3
+$126K
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$92.3K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$90.1K

Sector Composition

1 Energy 0.15%
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
$11K ﹤0.01%
424
127
$11K ﹤0.01%
185
128
$11K ﹤0.01%
106
129
$10K ﹤0.01%
465
130
$10K ﹤0.01%
238
131
$9K ﹤0.01%
335
132
$9K ﹤0.01%
+134
133
$8K ﹤0.01%
+149
134
$8K ﹤0.01%
47
135
$8K ﹤0.01%
212
136
$8K ﹤0.01%
147
-4
137
$8K ﹤0.01%
138
138
$7K ﹤0.01%
200
139
$7K ﹤0.01%
100
140
$7K ﹤0.01%
165
141
$7K ﹤0.01%
256
142
$7K ﹤0.01%
100
143
$7K ﹤0.01%
+134
144
$7K ﹤0.01%
+100
145
$6K ﹤0.01%
201
146
$6K ﹤0.01%
+167
147
$6K ﹤0.01%
68
148
$5K ﹤0.01%
170
149
$5K ﹤0.01%
+295
150
$5K ﹤0.01%
500
3 4 5
6
7