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
$1.09B
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$4.81M
3
+$3.62M
4
CXM icon
Sprinklr
CXM
+$2.28M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$2.04M

Top Sells

1
+$10.9M
2
+$2.97M
3
+$623K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$418K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$356K

Sector Composition

1 Technology 0.47%
2 Consumer Discretionary 0.12%
3 Communication Services 0.07%
4 Financials 0.06%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$462M 42.4%
1,907,356
-44,980
2
$379M 34.8%
3,286,554
+48,273
3
$87.8M 8.06%
1,427,676
+31,239
4
$18.4M 1.69%
157,683
+6,745
5
$16.4M 1.51%
128,230
+37,523
6
$14.5M 1.33%
460,868
+16,074
7
$11.2M 1.03%
98,078
-813
8
$11.1M 1.02%
103,429
+2,204
9
$7.04M 0.65%
14,753
+591
10
$4.78M 0.44%
32,459
+24,583
11
$4.67M 0.43%
65,829
+17,759
12
$4.19M 0.38%
222,264
-157,662
13
$4.12M 0.38%
135,518
+1,744
14
$3.56M 0.33%
12,837
15
$3.07M 0.28%
72,882
-455
16
$3.03M 0.28%
35,399
-1,004
17
$2.85M 0.26%
30,635
-1,275
18
$2.38M 0.22%
125,688
-22,056
19
$2.28M 0.21%
+143,941
20
$2.09M 0.19%
35,707
-2,223
21
$2.04M 0.19%
+63,769
22
$2.04M 0.19%
20,086
-142
23
$1.88M 0.17%
33,670
-59
24
$1.69M 0.16%
9,529
-864
25
$1.66M 0.15%
59,018
1
2 3 4