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
$840M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.19%
2 Financials 0.11%
3 Healthcare 0.11%
4 Energy 0.08%
5 Communication Services 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$9K ﹤0.01%
+169
202
$9K ﹤0.01%
+143
203
$8K ﹤0.01%
+170
204
$8K ﹤0.01%
+49
205
$8K ﹤0.01%
+60
206
$8K ﹤0.01%
+132
207
$8K ﹤0.01%
+99
208
$8K ﹤0.01%
+65
209
$8K ﹤0.01%
419
210
$7K ﹤0.01%
+55
211
$7K ﹤0.01%
+171
212
$7K ﹤0.01%
+96
213
$7K ﹤0.01%
+49
214
$7K ﹤0.01%
+103
215
$7K ﹤0.01%
+102
216
$7K ﹤0.01%
+58
217
$7K ﹤0.01%
+256
218
$7K ﹤0.01%
+85
219
$7K ﹤0.01%
+505
220
$7K ﹤0.01%
+131
221
$7K ﹤0.01%
+56
222
$7K ﹤0.01%
+117
223
$7K ﹤0.01%
556
224
$7K ﹤0.01%
+117
225
$6K ﹤0.01%
+24