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

Top Buys

1
+$13.8M
2
+$5.65M
3
+$1.52M
4
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$125K
5
AAPL icon
Apple
AAPL
+$59.3K

Top Sells

1
+$72.3K
2
+$69.3K
3
+$66.7K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$59.7K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.86K

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%
+161
207
$6K ﹤0.01%
+307
208
$5K ﹤0.01%
+345
209
$5K ﹤0.01%
100
210
$5K ﹤0.01%
295
211
$5K ﹤0.01%
+165
212
$5K ﹤0.01%
+260
213
$5K ﹤0.01%
+42
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
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