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
$724M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$591K
3
+$550K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$383K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$344K

Top Sells

1
+$722K
2
+$254K
3
+$185K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$177K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$176K

Sector Composition

1 Technology 0.12%
2 Energy 0.09%
3 Financials 0.07%
4 Healthcare 0.06%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1K ﹤0.01%
12
177
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100
178
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10
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$0 ﹤0.01%
4
182
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185
$0 ﹤0.01%
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188
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189
$0 ﹤0.01%
3
190
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191
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$0 ﹤0.01%
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5
196
– –
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197
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$0 ﹤0.01%
+4
200
– –
-634
5 6 7
8
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