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
$879M
AUM Growth
+$3.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.57M
3
+$431K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$146K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$126K

Top Sells

1
+$3.05M
2
+$2.6M
3
+$2.34M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.76M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$192K

Sector Composition

1 Energy 0.09%
2 Financials 0.07%
3 Technology 0.07%
4 Communication Services 0.04%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$20K ﹤0.01%
1,200
127
$19K ﹤0.01%
495
128
$19K ﹤0.01%
350
129
$19K ﹤0.01%
388
130
$19K ﹤0.01%
1,100
+550
131
$19K ﹤0.01%
114
+54
132
$19K ﹤0.01%
125
133
$18K ﹤0.01%
135
+70
134
$18K ﹤0.01%
125
+60
135
$18K ﹤0.01%
465
136
$18K ﹤0.01%
666
137
$17K ﹤0.01%
400
138
$17K ﹤0.01%
300
139
$16K ﹤0.01%
1,575
140
$14K ﹤0.01%
106
141
$14K ﹤0.01%
110
142
$14K ﹤0.01%
133
-67
143
$13K ﹤0.01%
294
144
$13K ﹤0.01%
192
145
$13K ﹤0.01%
125
146
$12K ﹤0.01%
250
147
$11K ﹤0.01%
136
148
$10K ﹤0.01%
327
149
$10K ﹤0.01%
273
150
$10K ﹤0.01%
100
4 5
6
7 8