WCM

Wealthcare Capital Management Portfolio holdings

AUM $946M
1-Year Est. Return 10.81%
This Quarter Est. Return
1 Year Est. Return
+10.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$634M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$2.61M
3
+$2.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.22M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.46M

Top Sells

1
+$2.59M
2
+$1.73M
3
+$332K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$190K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$94.3K

Sector Composition

1 Energy 0.16%
2 Materials 0.1%
3 Financials 0.09%
4 Industrials 0.09%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$282M 44.44%
2,891,773
+24,953
2
$270M 42.6%
2,656,024
+84,091
3
$39.9M 6.29%
792,472
+22,923
4
$6.68M 1.05%
55,324
-14,365
5
$4.58M 0.72%
24,360
+11,807
6
$2.63M 0.42%
23,444
+920
7
$2.61M 0.41%
+84,782
8
$2.22M 0.35%
17,605
-20,503
9
$1.61M 0.25%
23,987
-1,318
10
$1.48M 0.23%
35,779
+35,303
11
$1.29M 0.2%
31,714
+31,340
12
$1.02M 0.16%
+37,484
13
$860K 0.14%
+18,498
14
$838K 0.13%
8,576
+89
15
$791K 0.12%
6,799
-615
16
$739K 0.12%
+33,228
17
$702K 0.11%
25,535
+22,985
18
$686K 0.11%
+16,246
19
$621K 0.1%
+12,800
20
$608K 0.1%
8,613
+8,579
21
$603K 0.1%
5,628
+282
22
$467K 0.07%
+4,602
23
$436K 0.07%
+58,494
24
$430K 0.07%
2,302
-505
25
$421K 0.07%
3,215
-11
1
2 3 4 5