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
$814M
AUM Growth
-$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.06M
3
+$1.96M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.25M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.15M

Top Sells

1
+$22.9M
2
+$6.67M
3
+$3.09M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.11M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$793K

Sector Composition

1 Energy 0.11%
2 Industrials 0.08%
3 Technology 0.07%
4 Materials 0.07%
5 Financials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$18K ﹤0.01%
1,111
+11
127
$17K ﹤0.01%
170
128
$17K ﹤0.01%
289
-262
129
$16K ﹤0.01%
200
130
$16K ﹤0.01%
113
131
$15K ﹤0.01%
1,034
132
$14K ﹤0.01%
200
133
$14K ﹤0.01%
397
134
$13K ﹤0.01%
+308
135
$13K ﹤0.01%
358
136
$13K ﹤0.01%
185
137
$12K ﹤0.01%
175
138
$11K ﹤0.01%
374
+50
139
$11K ﹤0.01%
80
-90
140
$10K ﹤0.01%
65
141
$10K ﹤0.01%
116
-929
142
$10K ﹤0.01%
1,200
143
$9K ﹤0.01%
+294
144
$9K ﹤0.01%
+307
145
$9K ﹤0.01%
250
146
$9K ﹤0.01%
134
147
$9K ﹤0.01%
+77
148
$9K ﹤0.01%
100
149
$8K ﹤0.01%
150
150
$8K ﹤0.01%
47
4 5
6
7 8