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
$694M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$5.65M
3
+$1.52M
4
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$125K
5
AAPL icon
Apple
AAPL
+$59.3K

Top Sells

1
+$72.3K
2
+$69.3K
3
+$66.7K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$59.7K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.86K

Sector Composition

1 Energy 0.15%
2 Industrials 0.1%
3 Financials 0.1%
4 Materials 0.1%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10K ﹤0.01%
+103
152
$10K ﹤0.01%
+135
153
$10K ﹤0.01%
+190
154
$10K ﹤0.01%
113
155
$10K ﹤0.01%
424
156
$10K ﹤0.01%
185
157
$10K ﹤0.01%
+147
158
$10K ﹤0.01%
+340
159
$10K ﹤0.01%
+107
160
$9K ﹤0.01%
+326
161
$9K ﹤0.01%
+71
162
$9K ﹤0.01%
610
163
$9K ﹤0.01%
+79
164
$9K ﹤0.01%
+126
165
$9K ﹤0.01%
+100
166
$9K ﹤0.01%
+186
167
$9K ﹤0.01%
238
168
$8K ﹤0.01%
+40
169
$8K ﹤0.01%
+73
170
$8K ﹤0.01%
149
171
$8K ﹤0.01%
47
172
$8K ﹤0.01%
335
173
$8K ﹤0.01%
465
174
$8K ﹤0.01%
+156
175
$8K ﹤0.01%
+170
5 6
7
8 9