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
$728M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$4.58M
3
+$1.4M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$889K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$361K

Top Sells

1
+$518K
2
+$150K
3
+$75.9K
4
DUK icon
Duke Energy
DUK
+$68.3K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$55.6K

Sector Composition

1 Energy 0.13%
2 Industrials 0.09%
3 Materials 0.09%
4 Financials 0.09%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12K ﹤0.01%
185
127
$12K ﹤0.01%
106
128
$11K ﹤0.01%
424
129
$10K ﹤0.01%
200
130
$10K ﹤0.01%
134
131
$9K ﹤0.01%
149
132
$9K ﹤0.01%
200
133
$9K ﹤0.01%
165
+18
134
$9K ﹤0.01%
335
+1
135
$9K ﹤0.01%
100
136
$9K ﹤0.01%
85
137
$9K ﹤0.01%
238
138
$9K ﹤0.01%
138
139
$8K ﹤0.01%
47
140
$8K ﹤0.01%
465
141
$8K ﹤0.01%
134
142
$8K ﹤0.01%
100
143
$7K ﹤0.01%
150
144
$7K ﹤0.01%
335
145
$7K ﹤0.01%
44
-45
146
$7K ﹤0.01%
167
147
$7K ﹤0.01%
68
148
$6K ﹤0.01%
100
149
$6K ﹤0.01%
241
-321
150
$6K ﹤0.01%
67
4 5
6
7 8