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
$849M
AUM Growth
+$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,105
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$19.9M
3
+$10.3M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.2M
5
SO icon
Southern Company
SO
+$129K

Top Sells

1
+$1.99M
2
+$1.82M
3
+$1.27M
4
CAG icon
Conagra Brands
CAG
+$1.02M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$972K

Sector Composition

1 Energy 0.14%
2 Financials 0.12%
3 Industrials 0.09%
4 Technology 0.09%
5 Materials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10K ﹤0.01%
324
-300
202
$10K ﹤0.01%
65
-285
203
$10K ﹤0.01%
480
-2,031
204
$10K ﹤0.01%
60
-100
205
$10K ﹤0.01%
134
-20
206
$10K ﹤0.01%
202
-1,230
207
$10K ﹤0.01%
242
-300
208
$10K ﹤0.01%
474
-305
209
$10K ﹤0.01%
123
-853
210
$10K ﹤0.01%
840
-1,129
211
$10K ﹤0.01%
+3,200
212
$10K ﹤0.01%
265
-800
213
$9K ﹤0.01%
167
-460
214
$9K ﹤0.01%
318
-70
215
$9K ﹤0.01%
126
-170
216
$9K ﹤0.01%
430
-1,740
217
$9K ﹤0.01%
337
+1
218
$9K ﹤0.01%
100
219
$9K ﹤0.01%
190
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220
$9K ﹤0.01%
70
-264
221
$9K ﹤0.01%
85
222
$9K ﹤0.01%
98
-105
223
$8K ﹤0.01%
161
-3,874
224
$8K ﹤0.01%
320
-2,909
225
$8K ﹤0.01%
465
7 8
9
10 11