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
$824M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$1.87M
3
+$1.03M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$556K
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$316K

Top Sells

1
+$4.25M
2
+$1.68M
3
+$1.58M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$371K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$107K

Sector Composition

1 Energy 0.12%
2 Financials 0.08%
3 Industrials 0.08%
4 Technology 0.07%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11K ﹤0.01%
175
-50
152
$11K ﹤0.01%
510
-1,130
153
$10K ﹤0.01%
75
154
$10K ﹤0.01%
65
155
$10K ﹤0.01%
320
156
$10K ﹤0.01%
+138
157
$10K ﹤0.01%
106
158
$9K ﹤0.01%
324
159
$9K ﹤0.01%
480
160
$9K ﹤0.01%
134
161
$9K ﹤0.01%
424
162
$9K ﹤0.01%
170
163
$9K ﹤0.01%
65
-200
164
$9K ﹤0.01%
134
-389
165
$8K ﹤0.01%
47
-38
166
$8K ﹤0.01%
237
-126
167
$8K ﹤0.01%
165
-338
168
$8K ﹤0.01%
250
169
$8K ﹤0.01%
100
170
$8K ﹤0.01%
94
-951
171
$8K ﹤0.01%
134
-63
172
$8K ﹤0.01%
100
-23
173
$8K ﹤0.01%
3,200
174
$7K ﹤0.01%
150
175
$7K ﹤0.01%
268
-50
5 6
7
8 9