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
$853M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$477K
3
+$214K
4
PM icon
Philip Morris
PM
+$130K
5
MO icon
Altria Group
MO
+$104K

Top Sells

1
+$30.3M
2
+$14.1M
3
+$3.81M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.3M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$773K

Sector Composition

1 Energy 0.1%
2 Financials 0.1%
3 Technology 0.09%
4 Consumer Staples 0.05%
5 Communication Services 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$25K ﹤0.01%
95
127
$24K ﹤0.01%
3,840
+62
128
$23K ﹤0.01%
125
129
$23K ﹤0.01%
200
130
$23K ﹤0.01%
262
131
$22K ﹤0.01%
350
132
$22K ﹤0.01%
290
133
$22K ﹤0.01%
+101
134
$21K ﹤0.01%
135
135
$21K ﹤0.01%
+390
136
$21K ﹤0.01%
125
137
$21K ﹤0.01%
1,240
+12
138
$20K ﹤0.01%
114
139
$19K ﹤0.01%
400
140
$19K ﹤0.01%
495
141
$18K ﹤0.01%
388
142
$18K ﹤0.01%
666
143
$18K ﹤0.01%
1,200
144
$17K ﹤0.01%
106
145
$17K ﹤0.01%
1,575
146
$17K ﹤0.01%
465
147
$15K ﹤0.01%
1,100
148
$15K ﹤0.01%
133
149
$14K ﹤0.01%
110
150
$13K ﹤0.01%
294
4 5
6
7 8