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
$906M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$1.76M
3
+$1.43M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$680K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$352K

Top Sells

1
+$1.1M
2
+$1.03M
3
+$984K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$678K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$387K

Sector Composition

1 Energy 0.07%
2 Financials 0.06%
3 Technology 0.05%
4 Communication Services 0.04%
5 Utilities 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11K ﹤0.01%
116
127
$11K ﹤0.01%
250
128
$11K ﹤0.01%
450
129
$11K ﹤0.01%
100
130
$10K ﹤0.01%
114
131
$10K ﹤0.01%
535
132
$9K ﹤0.01%
+327
133
$9K ﹤0.01%
+273
134
$9K ﹤0.01%
45
135
$8K ﹤0.01%
160
136
$8K ﹤0.01%
219
137
$8K ﹤0.01%
25
138
$7K ﹤0.01%
218
139
$7K ﹤0.01%
67
140
$7K ﹤0.01%
556
141
$7K ﹤0.01%
634
142
$7K ﹤0.01%
125
143
$6K ﹤0.01%
59
144
$6K ﹤0.01%
135
145
$6K ﹤0.01%
465
146
$6K ﹤0.01%
100
147
$5K ﹤0.01%
35
-2,712
148
$5K ﹤0.01%
375
+125
149
$4K ﹤0.01%
+69
150
$4K ﹤0.01%
210
4 5
6
7 8