WCM

Wealthcare Capital Management Portfolio holdings

AUM $1,000M
1-Year Est. Return 13.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$906M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$1.76M
3
+$1.39M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$667K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$345K

Top Sells

1
+$1.08M
2
+$1.04M
3
+$987K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$681K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$372K

Sector Composition

1 Energy 0.07%
2 Financials 0.06%
3 Technology 0.05%
4 Communication Services 0.04%
5 Utilities 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4K ﹤0.01%
34
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+69
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+4
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$2K ﹤0.01%
40
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100
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25
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115
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123
+3
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$2K ﹤0.01%
+224
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13
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57
172
$1K ﹤0.01%
+24
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$1K ﹤0.01%
10
174
$1K ﹤0.01%
12
175
$1K ﹤0.01%
12
5 6
7
8 9