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
$906M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$8.48M
2 +$1.76M
3 +$1.43M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$680K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$352K

Top Sells

1 +$1.1M
2 +$1.03M
3 +$984K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$678K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$387K

Sector Composition

1 Energy 0.07%
2 Financials 0.06%
3 Technology 0.05%
4 Communication Services 0.04%
5 Utilities 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-200
202
$0 ﹤0.01%
4
203
$0 ﹤0.01%
1