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
$824M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$1.87M
3
+$1.03M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$556K
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$316K

Top Sells

1
+$4.25M
2
+$1.68M
3
+$1.58M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$371K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$107K

Sector Composition

1 Energy 0.12%
2 Financials 0.08%
3 Industrials 0.08%
4 Technology 0.07%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$22K ﹤0.01%
250
127
$21K ﹤0.01%
170
-185
128
$21K ﹤0.01%
810
-180
129
$20K ﹤0.01%
2,145
-800
130
$19K ﹤0.01%
400
131
$19K ﹤0.01%
1,080
-420
132
$19K ﹤0.01%
63
133
$18K ﹤0.01%
625
-130
134
$18K ﹤0.01%
150
-139
135
$18K ﹤0.01%
200
136
$18K ﹤0.01%
3,113
+51
137
$17K ﹤0.01%
214
138
$17K ﹤0.01%
415
139
$17K ﹤0.01%
280
140
$17K ﹤0.01%
1,100
+11
141
$16K ﹤0.01%
170
-35
142
$16K ﹤0.01%
113
143
$15K ﹤0.01%
200
144
$14K ﹤0.01%
200
145
$14K ﹤0.01%
185
146
$13K ﹤0.01%
180
147
$13K ﹤0.01%
358
-200
148
$12K ﹤0.01%
397
149
$12K ﹤0.01%
920
150
$12K ﹤0.01%
1,200
4 5
6
7 8