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
$814M
AUM Growth
-$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.06M
3
+$1.96M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.25M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.15M

Top Sells

1
+$22.9M
2
+$6.67M
3
+$3.09M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.11M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$793K

Sector Composition

1 Energy 0.11%
2 Industrials 0.08%
3 Technology 0.07%
4 Materials 0.07%
5 Financials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4K ﹤0.01%
95
-65
177
$4K ﹤0.01%
450
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$4K ﹤0.01%
100
179
$3K ﹤0.01%
24
180
$3K ﹤0.01%
34
-2,207
181
$3K ﹤0.01%
67
182
$3K ﹤0.01%
9
183
$3K ﹤0.01%
56
184
$3K ﹤0.01%
30
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$3K ﹤0.01%
40
186
$3K ﹤0.01%
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-100
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$2K ﹤0.01%
13
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$2K ﹤0.01%
210
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$2K ﹤0.01%
110
190
$2K ﹤0.01%
+231
191
$2K ﹤0.01%
134
-161
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$2K ﹤0.01%
12
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$2K ﹤0.01%
101
+3
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$2K ﹤0.01%
115
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$2K ﹤0.01%
131
196
$2K ﹤0.01%
16
197
$2K ﹤0.01%
51
+1
198
$2K ﹤0.01%
100
-3,300
199
$2K ﹤0.01%
15
200
$2K ﹤0.01%
9
6 7
8
9 10