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
$879M
AUM Growth
+$3.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.57M
3
+$431K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$146K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$126K

Top Sells

1
+$3.05M
2
+$2.6M
3
+$2.34M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.76M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$192K

Sector Composition

1 Energy 0.09%
2 Financials 0.07%
3 Technology 0.07%
4 Communication Services 0.04%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9K ﹤0.01%
114
152
$9K ﹤0.01%
100
153
$9K ﹤0.01%
255
154
$9K ﹤0.01%
634
155
$8K ﹤0.01%
59
156
$8K ﹤0.01%
100
157
$7K ﹤0.01%
77
158
$7K ﹤0.01%
556
159
$6K ﹤0.01%
249
160
$6K ﹤0.01%
33
161
$5K ﹤0.01%
135
162
$5K ﹤0.01%
21
163
$4K ﹤0.01%
210
164
$4K ﹤0.01%
465
165
$3K ﹤0.01%
47
166
$3K ﹤0.01%
196
+4
167
$3K ﹤0.01%
69
168
$3K ﹤0.01%
68
169
$3K ﹤0.01%
53
170
$3K ﹤0.01%
54
171
$3K ﹤0.01%
115
172
$3K ﹤0.01%
24
173
$2K ﹤0.01%
13
174
$2K ﹤0.01%
15
175
$2K ﹤0.01%
133
+3
5 6
7
8 9