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
$887M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$2.39M
3
+$1.9M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$741K
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$333K

Top Sells

1
+$39.3M
2
+$7.31M
3
+$6.49M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$404K
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$252K

Sector Composition

1 Energy 0.07%
2 Financials 0.07%
3 Technology 0.06%
4 Communication Services 0.04%
5 Utilities 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
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