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
$877M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$9.61M
3
+$3.8M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.59M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.38M

Top Sells

1
+$33M
2
+$12.3M
3
+$9.56M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.39M

Sector Composition

1 Technology 0.41%
2 Consumer Discretionary 0.2%
3 Communication Services 0.1%
4 Energy 0.1%
5 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$376M 42.83%
1,583,284
-14,308
2
$269M 30.72%
2,794,361
-342,382
3
$62.7M 7.15%
1,116,209
-65,901
4
$45.9M 5.23%
+1,017,703
5
$10.2M 1.16%
96,922
+10,607
6
$9.72M 1.11%
82,969
-6,728
7
$9.61M 1.1%
+204,384
8
$8.87M 1.01%
339,702
-51,316
9
$6.4M 0.73%
64,938
-3,322
10
$5.55M 0.63%
110,478
+75,715
11
$4.87M 0.56%
74,957
+24,509
12
$4.63M 0.53%
42,683
-88,158
13
$3.48M 0.4%
7,287
-3,149
14
$3.48M 0.4%
62,228
+11,017
15
$3.47M 0.4%
184,824
-50,406
16
$3.23M 0.37%
32,522
-5,658
17
$3.15M 0.36%
11,491
18
$2.46M 0.28%
27,031
+68
19
$2.32M 0.26%
28,231
-149,901
20
$1.95M 0.22%
10,152
+2,368
21
$1.66M 0.19%
34,762
-16,183
22
$1.55M 0.18%
36,818
-3,621
23
$1.48M 0.17%
30,911
-5,273
24
$1.39M 0.16%
65,857
+889
25
$1.38M 0.16%
15,638
-2,750
1
2 3 4