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
$814M
AUM Growth
-$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.06M
3
+$1.96M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.25M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.15M

Top Sells

1
+$22.9M
2
+$6.67M
3
+$3.09M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.11M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$793K

Sector Composition

1 Energy 0.11%
2 Industrials 0.08%
3 Technology 0.07%
4 Materials 0.07%
5 Financials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8K ﹤0.01%
114
-66
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$8K ﹤0.01%
60
-15
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$8K ﹤0.01%
116
-723
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$8K ﹤0.01%
165
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$8K ﹤0.01%
100
156
$8K ﹤0.01%
94
157
$7K ﹤0.01%
268
158
$7K ﹤0.01%
80
159
$7K ﹤0.01%
116
-1,312
160
$7K ﹤0.01%
167
161
$7K ﹤0.01%
200
162
$7K ﹤0.01%
122
+1
163
$6K ﹤0.01%
160
-160
164
$6K ﹤0.01%
+160
165
$6K ﹤0.01%
261
-77
166
$5K ﹤0.01%
80
167
$5K ﹤0.01%
170
168
$5K ﹤0.01%
94
169
$5K ﹤0.01%
465
170
$5K ﹤0.01%
120
171
$5K ﹤0.01%
67
172
$5K ﹤0.01%
69
173
$5K ﹤0.01%
364
174
$4K ﹤0.01%
+109
175
$4K ﹤0.01%
83
5 6
7
8 9