WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
This Quarter Return
+0.91%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$814M
AUM Growth
+$814M
(+12%)
Cap. Flow
+$83M
Cap. Flow
% of AUM
10.2%
Top 10 Holdings %
Top 10 Hldgs %
93.81%
Holding
202
New
14
Increased
39
Reduced
27
Closed
6
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 0.11% |
| 2 | Energy | 0.06% |
| 3 | Healthcare | 0.06% |
| 4 | Financials | 0.06% |
| 5 | Consumer Discretionary | 0.05% |