WCM

Wealthcare Capital Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 16.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$891M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$6.74M
2
+$473K
3
+$298K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$191K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$70.8K

Top Sells

1
+$7.83M
2
+$224K
3
+$67.9K
4
AAPL icon
Apple
AAPL
+$39.7K
5
DHR icon
Danaher
DHR
+$36.4K

Sector Composition

1 Energy 0.11%
2 Financials 0.05%
3 Technology 0.04%
4 Utilities 0.03%
5 Communication Services 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9K ﹤0.01%
250
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125
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47
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114
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128
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$8K ﹤0.01%
338
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60
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100
134
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100
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$6K ﹤0.01%
160
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$6K ﹤0.01%
160
138
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25
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$6K ﹤0.01%
450
140
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$6K ﹤0.01%
744
142
$6K ﹤0.01%
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$6K ﹤0.01%
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$6K ﹤0.01%
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$6K ﹤0.01%
364
147
$5K ﹤0.01%
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$5K ﹤0.01%
59
149
$5K ﹤0.01%
109
150
$5K ﹤0.01%
263
+1
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