WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
1-Year Return
10.81%
This Quarter Return
+2.22%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$856M
AUM Growth
+$42.4M
(+5.2%)
Cap. Flow
+$24.1M
Cap. Flow
% of AUM
2.81%
Top 10 Holdings %
Top 10 Hldgs %
97.31%
Holding
247
New
12
Increased
29
Reduced
44
Closed
25
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$30.7M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$8.24M |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$2.21M |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$1.93M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.07M |
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$7.97M |
| 2 |
iShares Russell 3000 ETF
IWV
|
+$4M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$2.92M |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$1.21M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
+$967K |
Sector Composition
| 1 | Energy | 0.11% |
| 2 | Technology | 0.06% |
| 3 | Financials | 0.05% |
| 4 | Utilities | 0.05% |
| 5 | Consumer Staples | 0.03% |
