WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
1-Year Return
10.81%
This Quarter Return
+4.92%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$1.04B
AUM Growth
+$44.4M
(+4.5%)
Cap. Flow
-$4.78M
Cap. Flow
% of AUM
-0.46%
Top 10 Holdings %
Top 10 Hldgs %
93.6%
Holding
772
New
4
Increased
35
Reduced
29
Closed
694
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$16.7M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$8.39M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$3.01M |
| 4 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
+$1.71M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.27M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$15.9M |
| 2 |
Schwab US TIPS ETF
SCHP
|
+$6.35M |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$1.6M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$999K |
| 5 |
iShares AAA-A Rated Corporate Bond ETF
QLTA
|
+$857K |
Sector Composition
| 1 | Technology | 0.18% |
| 2 | Consumer Discretionary | 0.13% |
| 3 | Communication Services | 0.07% |
| 4 | Financials | 0.04% |
| 5 | Energy | 0.03% |
