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
$824M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$1.87M
3
+$1.03M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$556K
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$316K

Top Sells

1
+$4.25M
2
+$1.68M
3
+$1.58M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$371K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$107K

Sector Composition

1 Energy 0.12%
2 Financials 0.08%
3 Industrials 0.08%
4 Technology 0.07%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7K ﹤0.01%
338
+1
177
$7K ﹤0.01%
167
178
$7K ﹤0.01%
85
179
$6K ﹤0.01%
335
180
$6K ﹤0.01%
465
181
$6K ﹤0.01%
80
-125
182
$6K ﹤0.01%
160
-90
183
$6K ﹤0.01%
200
-200
184
$6K ﹤0.01%
238
-120
185
$5K ﹤0.01%
120
-245
186
$5K ﹤0.01%
170
187
$5K ﹤0.01%
67
188
$5K ﹤0.01%
69
-3
189
$5K ﹤0.01%
121
-95
190
$4K ﹤0.01%
80
-365
191
$4K ﹤0.01%
94
-169
192
$4K ﹤0.01%
235
193
$4K ﹤0.01%
100
194
$4K ﹤0.01%
46
195
$4K ﹤0.01%
364
196
$3K ﹤0.01%
67
-94
197
$3K ﹤0.01%
9
198
$3K ﹤0.01%
40
199
$3K ﹤0.01%
83
-253
200
$3K ﹤0.01%
295
6 7
8
9 10