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
$728M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$4.58M
3
+$1.4M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$889K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$361K

Top Sells

1
+$518K
2
+$150K
3
+$75.9K
4
DUK icon
Duke Energy
DUK
+$68.3K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$55.6K

Sector Composition

1 Energy 0.13%
2 Industrials 0.09%
3 Materials 0.09%
4 Financials 0.09%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2K ﹤0.01%
49
177
$2K ﹤0.01%
+15
178
$1K ﹤0.01%
+12
179
$1K ﹤0.01%
+6
180
$1K ﹤0.01%
+24
181
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+5
182
$1K ﹤0.01%
29
183
$1K ﹤0.01%
+9
184
$1K ﹤0.01%
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185
$1K ﹤0.01%
+10
186
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+9
187
$1K ﹤0.01%
+12
188
$1K ﹤0.01%
+18
189
$1K ﹤0.01%
+19
190
$1K ﹤0.01%
+8
191
$1K ﹤0.01%
+30
192
$1K ﹤0.01%
200
193
$1K ﹤0.01%
+12
194
$1K ﹤0.01%
+38
195
$1K ﹤0.01%
45
-295
196
$1K ﹤0.01%
+25
197
$1K ﹤0.01%
+18
198
– –
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199
– –
-158
200
– –
-180
6 7
8
9 10