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
$724M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$598K
3
+$556K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$390K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$350K

Top Sells

1
+$736K
2
+$258K
3
+$189K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$181K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$179K

Sector Composition

1 Technology 0.12%
2 Energy 0.09%
3 Financials 0.07%
4 Healthcare 0.06%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$23K ﹤0.01%
434
127
$23K ﹤0.01%
95
128
$23K ﹤0.01%
135
129
$21K ﹤0.01%
262
130
$21K ﹤0.01%
1,280
+13
131
$19K ﹤0.01%
290
132
$19K ﹤0.01%
200
133
$18K ﹤0.01%
135
134
$18K ﹤0.01%
294
135
$17K ﹤0.01%
1,575
136
$17K ﹤0.01%
465
137
$16K ﹤0.01%
350
138
$16K ﹤0.01%
114
139
$16K ﹤0.01%
3,800
140
$16K ﹤0.01%
148
+2
141
$14K ﹤0.01%
110
142
$13K ﹤0.01%
1,100
143
$12K ﹤0.01%
846
144
$12K ﹤0.01%
390
145
$10K ﹤0.01%
292
-855
146
$10K ﹤0.01%
273
147
$10K ﹤0.01%
185
148
$10K ﹤0.01%
+100
149
$10K ﹤0.01%
100
150
$10K ﹤0.01%
1,200
4 5
6
7 8