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
$891M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$471K
3
+$297K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$191K
5
FMSA
Fairmount Santrol Holdings Inc.
FMSA
+$77.7K

Top Sells

1
+$7.86M
2
+$228K
3
+$67.7K
4
AAPL icon
Apple
AAPL
+$42.5K
5
DHR icon
Danaher
DHR
+$35.7K

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%
47
127
$9K ﹤0.01%
114
128
$9K ﹤0.01%
128
129
$9K ﹤0.01%
250
130
$9K ﹤0.01%
125
131
$8K ﹤0.01%
338
132
$8K ﹤0.01%
60
133
$8K ﹤0.01%
100
134
$8K ﹤0.01%
167
135
$8K ﹤0.01%
100
136
$6K ﹤0.01%
160
137
$6K ﹤0.01%
160
138
$6K ﹤0.01%
25
139
$6K ﹤0.01%
450
140
$6K ﹤0.01%
100
141
$6K ﹤0.01%
744
142
$6K ﹤0.01%
134
143
$6K ﹤0.01%
67
144
$6K ﹤0.01%
200
145
$6K ﹤0.01%
138
146
$6K ﹤0.01%
364
147
$5K ﹤0.01%
80
148
$5K ﹤0.01%
59
149
$5K ﹤0.01%
109
150
$5K ﹤0.01%
263
+1
4 5
6
7 8