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
$676M
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$6.74M
3
+$1.49M
4
PX
Praxair Inc
PX
+$22K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$20.9K

Top Sells

1
+$153K
2
+$136K
3
+$126K
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$92.3K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$90.1K

Sector Composition

1 Energy 0.15%
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
$5K ﹤0.01%
67
152
$4K ﹤0.01%
+67
153
$4K ﹤0.01%
102
+74
154
$4K ﹤0.01%
94
155
$4K ﹤0.01%
450
156
$4K ﹤0.01%
36
157
$3K ﹤0.01%
56
158
$2K ﹤0.01%
29
159
$2K ﹤0.01%
115
160
$2K ﹤0.01%
50
161
$2K ﹤0.01%
120
162
$2K ﹤0.01%
50
163
$2K ﹤0.01%
200
164
$2K ﹤0.01%
200
165
$1K ﹤0.01%
200
166
– –
-34
167
– –
-900
168
– –
0
169
– –
-18
170
$0 ﹤0.01%
4
171
– –
-3
172
$0 ﹤0.01%
6
173
– –
-15
174
– –
-3
3 4 5 6
7