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
$879M
AUM Growth
+$3.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.57M
3
+$431K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$146K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$126K

Top Sells

1
+$3.05M
2
+$2.6M
3
+$2.34M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.76M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$192K

Sector Composition

1 Energy 0.09%
2 Financials 0.07%
3 Technology 0.07%
4 Communication Services 0.04%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$0 ﹤0.01%
6
202
$0 ﹤0.01%
+3
203
– –
-460
204
– –
-2
205
– –
-34
206
$0 ﹤0.01%
1
207
$0 ﹤0.01%
5
208
– –
-40
209
– –
-10
210
– –
0
211
$0 ﹤0.01%
4
212
– –
-9,180
213
– –
-1
5 6 7 8
9