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
$694M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$5.65M
3
+$1.52M
4
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$125K
5
AAPL icon
Apple
AAPL
+$59.3K

Top Sells

1
+$72.3K
2
+$69.3K
3
+$66.7K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$59.7K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.86K

Sector Composition

1 Energy 0.15%
2 Industrials 0.1%
3 Financials 0.1%
4 Materials 0.1%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8K ﹤0.01%
134
177
$8K ﹤0.01%
147
178
$8K ﹤0.01%
+70
179
$8K ﹤0.01%
+129
180
$8K ﹤0.01%
+112
181
$8K ﹤0.01%
200
-150
182
$8K ﹤0.01%
138
183
$7K ﹤0.01%
+63
184
$7K ﹤0.01%
+87
185
$7K ﹤0.01%
200
186
$7K ﹤0.01%
+251
187
$7K ﹤0.01%
+175
188
$7K ﹤0.01%
+125
189
$7K ﹤0.01%
+113
190
$7K ﹤0.01%
+129
191
$7K ﹤0.01%
+55
192
$7K ﹤0.01%
+97
193
$7K ﹤0.01%
134
194
$7K ﹤0.01%
+47
195
$7K ﹤0.01%
+60
196
– –
0
197
$7K ﹤0.01%
68
198
$6K ﹤0.01%
+150
199
$6K ﹤0.01%
100
200
$6K ﹤0.01%
+87
6 7
8
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