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
$724M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$598K
3
+$556K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$390K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$350K

Top Sells

1
+$736K
2
+$258K
3
+$189K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$181K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$179K

Sector Composition

1 Technology 0.12%
2 Energy 0.09%
3 Financials 0.07%
4 Healthcare 0.06%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10K ﹤0.01%
+263
152
$9K ﹤0.01%
224
153
$9K ﹤0.01%
327
154
$9K ﹤0.01%
99
155
$9K ﹤0.01%
160
156
$9K ﹤0.01%
419
-1,720
157
$7K ﹤0.01%
45
-14
158
$7K ﹤0.01%
556
159
$5K ﹤0.01%
135
160
$5K ﹤0.01%
100
161
$4K ﹤0.01%
215
+5
162
$4K ﹤0.01%
54
163
$4K ﹤0.01%
139
-4,826
164
$4K ﹤0.01%
249
165
$4K ﹤0.01%
125
166
$3K ﹤0.01%
69
167
$2K ﹤0.01%
12
168
$2K ﹤0.01%
149
+4
169
$2K ﹤0.01%
115
170
$2K ﹤0.01%
200
171
$2K ﹤0.01%
40
172
$2K ﹤0.01%
300
173
$2K ﹤0.01%
+40
174
$1K ﹤0.01%
23
175
$1K ﹤0.01%
25
5 6
7
8 9