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
$849M
AUM Growth
+$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,105
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$19.9M
3
+$10.3M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.2M
5
SO icon
Southern Company
SO
+$129K

Top Sells

1
+$1.99M
2
+$1.82M
3
+$1.27M
4
CAG icon
Conagra Brands
CAG
+$1.02M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$972K

Sector Composition

1 Energy 0.14%
2 Financials 0.12%
3 Industrials 0.09%
4 Technology 0.09%
5 Materials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$15K ﹤0.01%
280
-1,694
177
$15K ﹤0.01%
365
-510
178
$15K ﹤0.01%
308
-774
179
$14K ﹤0.01%
207
-1,640
180
$14K ﹤0.01%
20
-7
181
$14K ﹤0.01%
185
182
$14K ﹤0.01%
225
-272
183
$13K ﹤0.01%
180
-950
184
$13K ﹤0.01%
200
-133
185
$13K ﹤0.01%
242
-432
186
$13K ﹤0.01%
920
187
$12K ﹤0.01%
363
-2,202
188
$12K ﹤0.01%
75
-74
189
$12K ﹤0.01%
397
-13,136
190
$12K ﹤0.01%
197
-86
191
$12K ﹤0.01%
358
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192
$11K ﹤0.01%
263
-1,647
193
$11K ﹤0.01%
168
-1,441
194
$11K ﹤0.01%
302
-2,672
195
$11K ﹤0.01%
135
-535
196
$11K ﹤0.01%
424
197
$11K ﹤0.01%
+170
198
$11K ﹤0.01%
451
-13,375
199
$11K ﹤0.01%
106
-19
200
$11K ﹤0.01%
252
-163
6 7
8
9 10