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
$824M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$1.87M
3
+$1.03M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$556K
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$316K

Top Sells

1
+$4.25M
2
+$1.68M
3
+$1.58M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$371K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$107K

Sector Composition

1 Energy 0.12%
2 Financials 0.08%
3 Industrials 0.08%
4 Technology 0.07%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3K ﹤0.01%
80
-120
202
$3K ﹤0.01%
450
203
$3K ﹤0.01%
56
204
$3K ﹤0.01%
30
-40
205
$3K ﹤0.01%
40
-163
206
$2K ﹤0.01%
13
207
$2K ﹤0.01%
50
-117
208
$2K ﹤0.01%
210
209
$2K ﹤0.01%
98
+3
210
$2K ﹤0.01%
115
211
$2K ﹤0.01%
50
212
$2K ﹤0.01%
131
-425
213
$2K ﹤0.01%
200
-1,335
214
$2K ﹤0.01%
16
215
$2K ﹤0.01%
50
216
$2K ﹤0.01%
24
217
$2K ﹤0.01%
15
218
$2K ﹤0.01%
9
219
$1K ﹤0.01%
6
220
$1K ﹤0.01%
+101
221
$1K ﹤0.01%
5
222
$1K ﹤0.01%
29
223
$1K ﹤0.01%
110
224
$1K ﹤0.01%
20
-78
225
$1K ﹤0.01%
9
7 8
9
10 11