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

Top Buys

1
+$35M
2
+$20.3M
3
+$10.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.38M
5
SO icon
Southern Company
SO
+$134K

Top Sells

1
+$2.03M
2
+$1.82M
3
+$1.26M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$971K
5
CAG icon
Conagra Brands
CAG
+$892K

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
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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%
358
-580
188
$12K ﹤0.01%
363
-2,202
189
$12K ﹤0.01%
75
-74
190
$12K ﹤0.01%
397
-13,136
191
$12K ﹤0.01%
197
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192
$11K ﹤0.01%
263
-1,647
193
$11K ﹤0.01%
168
-1,441
194
$11K ﹤0.01%
302
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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