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
$853M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$477K
3
+$214K
4
PM icon
Philip Morris
PM
+$130K
5
MO icon
Altria Group
MO
+$104K

Top Sells

1
+$30.3M
2
+$14.1M
3
+$3.81M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.3M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$773K

Sector Composition

1 Energy 0.1%
2 Financials 0.1%
3 Technology 0.09%
4 Consumer Staples 0.05%
5 Communication Services 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12K ﹤0.01%
141
+5
152
$11K ﹤0.01%
250
153
$10K ﹤0.01%
327
154
$10K ﹤0.01%
273
155
$10K ﹤0.01%
192
156
$10K ﹤0.01%
100
157
$10K ﹤0.01%
125
158
$9K ﹤0.01%
59
159
$8K ﹤0.01%
99
-15
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$8K ﹤0.01%
100
161
$8K ﹤0.01%
634
162
$7K ﹤0.01%
77
163
$7K ﹤0.01%
100
164
$7K ﹤0.01%
556
165
$6K ﹤0.01%
33
166
$6K ﹤0.01%
300
167
$5K ﹤0.01%
249
168
$4K ﹤0.01%
53
169
$4K ﹤0.01%
135
170
$4K ﹤0.01%
54
171
$4K ﹤0.01%
465
172
$3K ﹤0.01%
47
173
$3K ﹤0.01%
201
+5
174
$3K ﹤0.01%
69
175
$3K ﹤0.01%
68
5 6
7
8 9