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

Top Buys

1
+$6.32M
2
+$2.03M
3
+$1.03M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$553K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$323K

Top Sells

1
+$4.19M
2
+$1.83M
3
+$1.68M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$371K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$113K

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%
131
-425
207
$2K ﹤0.01%
50
208
$2K ﹤0.01%
24
209
$2K ﹤0.01%
15
210
$2K ﹤0.01%
9
211
$2K ﹤0.01%
13
212
$2K ﹤0.01%
50
-117
213
$2K ﹤0.01%
210
214
$2K ﹤0.01%
98
+3
215
$2K ﹤0.01%
115
216
$2K ﹤0.01%
50
217
$2K ﹤0.01%
200
-1,335
218
$2K ﹤0.01%
16
219
$1K ﹤0.01%
200
220
$1K ﹤0.01%
6
221
$1K ﹤0.01%
+101
222
$1K ﹤0.01%
5
223
$1K ﹤0.01%
29
224
$1K ﹤0.01%
110
225
$1K ﹤0.01%
20
-78
7 8
9
10 11