WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
1-Year Return
10.81%
This Quarter Return
+3.96%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$840M
AUM Growth
+$25.9M
(+3.2%)
Cap. Flow
-$5.02M
Cap. Flow
% of AUM
-0.6%
Top 10 Holdings %
Top 10 Hldgs %
93.51%
Holding
679
New
483
Increased
97
Reduced
32
Closed
3
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$4.09M |
| 2 |
Schwab US TIPS ETF
SCHP
|
+$1.58M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$448K |
| 4 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$238K |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$228K |
Top Sells
Sector Composition
| 1 | Technology | 0.19% |
| 2 | Financials | 0.11% |
| 3 | Healthcare | 0.11% |
| 4 | Energy | 0.08% |
| 5 | Communication Services | 0.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Sun Communities
SUI
$16.3B
| $2K | ﹤0.01% |
+14
| New | +$2K |
|
427
Stanley Black & Decker
SWK
$11.8B
| $2K | ﹤0.01% |
+14
| New | +$2K |
|
428
Skyworks Solutions
SWKS
$10.9B
| $2K | ﹤0.01% |
+19
| New | +$2K |
|
429
Teledyne Technologies
TDY
$25.6B
| $2K | ﹤0.01% |
+7
| New | +$2K |
|
430
Teck Resources
TECK
$19.6B
| $2K | ﹤0.01% |
+105
| New | +$2K |
|
431
TE Connectivity
TEL
$62B
| $2K | ﹤0.01% |
+26
| New | +$2K |
|
432
Teva Pharmaceuticals
TEVA
$22.6B
| $2K | ﹤0.01% |
+175
| New | +$2K |
|
433
Teleflex
TFX
$5.71B
| $2K | ﹤0.01% |
+6
| New | +$2K |
|
434
T-Mobile US
TMUS
$273B
| $2K | ﹤0.01% |
+31
| New | +$2K |
|
435
T Rowe Price
TROW
$23.5B
| $2K | ﹤0.01% |
+19
| New | +$2K |
|
436
TransUnion
TRU
$18.3B
| $2K | ﹤0.01% |
+26
| New | +$2K |
|
437
Tyson Foods
TSN
$19.8B
| $2K | ﹤0.01% |
+26
| New | +$2K |
|
438
Take-Two Interactive
TTWO
$45.6B
| $2K | ﹤0.01% |
+14
| New | +$2K |
|
439
Telus
TU
$24.4B
| $2K | ﹤0.01% |
+108
| New | +$2K |
|
440
Twilio
TWLO
$16.5B
| $2K | ﹤0.01% |
+17
| New | +$2K |
|
441
Textron
TXT
$14.4B
| $2K | ﹤0.01% |
+40
| New | +$2K |
|
442
UDR
UDR
$12.9B
| $2K | ﹤0.01% |
+47
| New | +$2K |
|
443
Ulta Beauty
ULTA
$22.8B
| $2K | ﹤0.01% |
+7
| New | +$2K |
|
444
United Rentals
URI
$61.1B
| $2K | ﹤0.01% |
+10
| New | +$2K |
|
445
Veeva Systems
VEEV
$46.3B
| $2K | ﹤0.01% |
+16
| New | +$2K |
|
446
VF Corp
VFC
$5.95B
| $2K | ﹤0.01% |
+24
| New | +$2K |
|
447
Vulcan Materials
VMC
$38.8B
| $2K | ﹤0.01% |
+15
| New | +$2K |
|
448
Voya Financial
VOYA
$7.24B
| $2K | ﹤0.01% |
+34
| New | +$2K |
|
449
Verisk Analytics
VRSK
$37.2B
| $2K | ﹤0.01% |
+15
| New | +$2K |
|
450
VeriSign
VRSN
$26.6B
| $2K | ﹤0.01% |
+12
| New | +$2K |
|