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
$849M
AUM Growth
+$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,105
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$19.9M
3
+$10.3M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.2M
5
SO icon
Southern Company
SO
+$129K

Top Sells

1
+$1.99M
2
+$1.82M
3
+$1.27M
4
CAG icon
Conagra Brands
CAG
+$1.02M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$972K

Sector Composition

1 Energy 0.14%
2 Financials 0.12%
3 Industrials 0.09%
4 Technology 0.09%
5 Materials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$22K ﹤0.01%
558
-320
152
$21K ﹤0.01%
250
-935
153
$20K ﹤0.01%
200
-40
154
$20K ﹤0.01%
214
-357
155
$20K ﹤0.01%
3,062
+47
156
$19K ﹤0.01%
860
-1,040
157
$18K ﹤0.01%
203
-565
158
$18K ﹤0.01%
260
-256
159
$18K ﹤0.01%
+63
160
$18K ﹤0.01%
1,089
-10,130
161
$17K ﹤0.01%
214
-173
162
$17K ﹤0.01%
138
-1,212
163
$17K ﹤0.01%
415
-5,658
164
$17K ﹤0.01%
556
-330
165
$16K ﹤0.01%
113
-73
166
$16K ﹤0.01%
266
-141
167
$16K ﹤0.01%
262
-412
168
$16K ﹤0.01%
200
-603
169
$16K ﹤0.01%
1,535
-3,188
170
$16K ﹤0.01%
400
-38
171
$16K ﹤0.01%
186
-234
172
$15K ﹤0.01%
85
-605
173
$15K ﹤0.01%
336
-1,940
174
$15K ﹤0.01%
410
-998
175
$15K ﹤0.01%
205
-390
5 6
7
8 9