WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
1-Year Return
10.81%
This Quarter Return
-2.96%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$824M
AUM Growth
-$25M
(-2.9%)
Cap. Flow
+$820K
Cap. Flow
% of AUM
0.1%
Top 10 Holdings %
Top 10 Hldgs %
97%
Holding
447
New
6
Increased
29
Reduced
87
Closed
193
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$5.94M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$1.87M |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$1.03M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$556K |
| 5 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$316K |
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$4.25M |
| 2 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$1.68M |
| 3 |
Morgan Stanley
MS
|
+$1.58M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$371K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$107K |
Sector Composition
| 1 | Energy | 0.12% |
| 2 | Financials | 0.08% |
| 3 | Industrials | 0.08% |
| 4 | Technology | 0.07% |
| 5 | Consumer Staples | 0.07% |
