WCM

Wealthcare Capital Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 16.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
+$5.71M
3
+$1.6M
4
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$125K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$59.5K

Top Sells

1
+$72.4K
2
+$68.9K
3
+$66.5K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$59.9K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.89K

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%
+55
184
$7K ﹤0.01%
+97
185
$7K ﹤0.01%
134
186
$7K ﹤0.01%
+47
187
$7K ﹤0.01%
+60
188
– –
0
189
$7K ﹤0.01%
68
190
$7K ﹤0.01%
+63
191
$7K ﹤0.01%
+87
192
$7K ﹤0.01%
200
193
$7K ﹤0.01%
+251
194
$7K ﹤0.01%
+175
195
$7K ﹤0.01%
+125
196
$7K ﹤0.01%
+113
197
$7K ﹤0.01%
+129
198
$6K ﹤0.01%
+150
199
$6K ﹤0.01%
100
200
$6K ﹤0.01%
+87
6 7
8
9 10