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
$743M
AUM Growth
-$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$38.1M
3
+$16M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$652K
5
MBB icon
iShares MBS ETF
MBB
+$537K

Top Sells

1
+$75.3M
2
+$32M
3
+$4.69M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.13M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.28M

Sector Composition

1 Technology 0.14%
2 Financials 0.05%
3 Consumer Staples 0.05%
4 Communication Services 0.05%
5 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
+344
227
$3K ﹤0.01%
+226
228
$3K ﹤0.01%
556
229
$3K ﹤0.01%
419
230
$2K ﹤0.01%
230
231
$2K ﹤0.01%
7
-4
232
$2K ﹤0.01%
78
233
$2K ﹤0.01%
115
234
$2K ﹤0.01%
100
235
$2K ﹤0.01%
40
236
$2K ﹤0.01%
40
-69
237
$1K ﹤0.01%
161
+4
238
$1K ﹤0.01%
25
-40
239
$1K ﹤0.01%
12
-21
240
$1K ﹤0.01%
100
241
$1K ﹤0.01%
200
242
– –
-19
243
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-40
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-37
245
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-329
246
$0 ﹤0.01%
2
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-9
248
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-69
249
– –
-26
250
– –
-14
8 9
10
11 12