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WCM

Wealthcare Capital Management Portfolio holdings

AUM $1,000M
1-Year Est. Return 13.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$814M
AUM Growth
-$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.09M
3
+$1.95M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.28M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.16M

Top Sells

1
+$23.2M
2
+$6.73M
3
+$3.19M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.1M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$793K

Sector Composition

1 Energy 0.11%
2 Industrials 0.08%
3 Technology 0.07%
4 Materials 0.07%
5 Financials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1K ﹤0.01%
6
202
$1K ﹤0.01%
+387
203
$1K ﹤0.01%
5
204
$1K ﹤0.01%
14
205
$1K ﹤0.01%
30
206
$1K ﹤0.01%
12
207
$1K ﹤0.01%
12
208
$1K ﹤0.01%
57
-2,100
209
$1K ﹤0.01%
38
210
$1K ﹤0.01%
29
211
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20
212
$1K ﹤0.01%
10
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$1K ﹤0.01%
25
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$1K ﹤0.01%
200
215
$1K ﹤0.01%
10
-36
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$1K ﹤0.01%
8
-500
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$1K ﹤0.01%
45
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$1K ﹤0.01%
18
219
$1K ﹤0.01%
10
220
$0 ﹤0.01%
4
221
– –
-200
222
$0 ﹤0.01%
10
223
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-200
224
– –
-500
225
– –
-907
7 8
9
10 11