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
$694M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$5.71M
3
+$1.6M
4
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$125K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$59.5K

Top Sells

1
+$72.4K
2
+$68.9K
3
+$66.5K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$59.9K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.89K

Sector Composition

1 Energy 0.15%
2 Industrials 0.1%
3 Financials 0.1%
4 Materials 0.1%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6K ﹤0.01%
+8
202
$6K ﹤0.01%
+204
203
$6K ﹤0.01%
+168
204
$6K ﹤0.01%
167
205
$6K ﹤0.01%
100
206
$6K ﹤0.01%
+307
207
$6K ﹤0.01%
+161
208
$5K ﹤0.01%
+42
209
$5K ﹤0.01%
295
210
$5K ﹤0.01%
+345
211
$5K ﹤0.01%
100
212
$5K ﹤0.01%
+165
213
$5K ﹤0.01%
+260
214
$5K ﹤0.01%
67
215
$5K ﹤0.01%
+206
216
$4K ﹤0.01%
67
217
$4K ﹤0.01%
170
218
$4K ﹤0.01%
106
+4
219
$4K ﹤0.01%
+129
220
$4K ﹤0.01%
+81
221
$4K ﹤0.01%
+53
222
$4K ﹤0.01%
450
223
$4K ﹤0.01%
+155
224
$4K ﹤0.01%
36
225
$4K ﹤0.01%
+117
6 7 8
9
10