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
$728M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$4.58M
3
+$1.4M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$889K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$361K

Top Sells

1
+$518K
2
+$150K
3
+$75.9K
4
DUK icon
Duke Energy
DUK
+$68.3K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$55.6K

Sector Composition

1 Energy 0.13%
2 Industrials 0.09%
3 Materials 0.09%
4 Financials 0.09%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5K ﹤0.01%
80
+13
152
$5K ﹤0.01%
170
153
$5K ﹤0.01%
94
154
$5K ﹤0.01%
295
155
$5K ﹤0.01%
450
156
$5K ﹤0.01%
46
+10
157
$5K ﹤0.01%
118
+1
158
$4K ﹤0.01%
100
159
$3K ﹤0.01%
67
-39
160
$3K ﹤0.01%
50
-194
161
$3K ﹤0.01%
+24
162
$3K ﹤0.01%
56
163
$3K ﹤0.01%
+66
164
$3K ﹤0.01%
+387
165
$2K ﹤0.01%
+13
166
$2K ﹤0.01%
120
167
$2K ﹤0.01%
+68
168
$2K ﹤0.01%
110
-500
169
$2K ﹤0.01%
115
170
$2K ﹤0.01%
50
171
$2K ﹤0.01%
+14
172
$2K ﹤0.01%
200
173
$2K ﹤0.01%
200
174
$2K ﹤0.01%
500
175
$2K ﹤0.01%
16
+12
5 6
7
8 9