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
$849M
AUM Growth
+$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,105
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$19.9M
3
+$10.3M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.2M
5
SO icon
Southern Company
SO
+$129K

Top Sells

1
+$1.99M
2
+$1.82M
3
+$1.27M
4
CAG icon
Conagra Brands
CAG
+$1.02M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$972K

Sector Composition

1 Energy 0.14%
2 Financials 0.12%
3 Industrials 0.09%
4 Technology 0.09%
5 Materials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$33K ﹤0.01%
754
-10,977
127
$32K ﹤0.01%
1,200
128
$30K ﹤0.01%
445
-2,668
129
$30K ﹤0.01%
874
-29,726
130
$30K ﹤0.01%
324
131
$30K ﹤0.01%
242
132
$29K ﹤0.01%
1,236
-2,304
133
$29K ﹤0.01%
443
-458
134
$29K ﹤0.01%
320
-4,142
135
$29K ﹤0.01%
624
-10,192
136
$28K ﹤0.01%
870
137
$28K ﹤0.01%
233
-972
138
$27K ﹤0.01%
700
+313
139
$27K ﹤0.01%
503
-10,248
140
$27K ﹤0.01%
500
-588
141
$26K ﹤0.01%
1,108
-10,146
142
$26K ﹤0.01%
990
143
$25K ﹤0.01%
400
-3,798
144
$24K ﹤0.01%
416
145
$24K ﹤0.01%
293
-835
146
$24K ﹤0.01%
1,500
-4,587
147
$24K ﹤0.01%
873
-1,444
148
$23K ﹤0.01%
550
-2,131
149
$23K ﹤0.01%
755
-795
150
$22K ﹤0.01%
205
-167
4 5
6
7 8