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
$634M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$2.61M
3
+$2.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.22M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.46M

Top Sells

1
+$2.59M
2
+$1.73M
3
+$332K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$190K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$94.3K

Sector Composition

1 Energy 0.16%
2 Materials 0.1%
3 Financials 0.09%
4 Industrials 0.09%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2K ﹤0.01%
+120
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29
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50
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200
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200
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+28
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34
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0
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$0 ﹤0.01%
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171
$0 ﹤0.01%
3
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3
175
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-150
3 4 5 6
7