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
$553M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$254M
2
+$247M
3
+$33.3M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$4.89M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$2.35M

Top Sells

No sells this quarter

Sector Composition

1 Energy 0.12%
2 Materials 0.09%
3 Consumer Discretionary 0.08%
4 Industrials 0.06%
5 Communication Services 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$136K 0.02%
+1,223
27
$128K 0.02%
+2,000
28
$113K 0.02%
+1,614
29
$92K 0.02%
+776
30
$92K 0.02%
+1,626
31
$88K 0.02%
+3,253
32
$87K 0.02%
+1,543
33
$83K 0.02%
+960
34
$67K 0.01%
+999
35
$66K 0.01%
+847
36
$60K 0.01%
+907
37
$60K 0.01%
+582
38
$59K 0.01%
+2,550
39
$56K 0.01%
+2,274
40
$56K 0.01%
+3,300
41
$53K 0.01%
+650
42
$50K 0.01%
+663
43
$49K 0.01%
+2,400
44
$49K 0.01%
+669
45
$48K 0.01%
+3,710
46
$46K 0.01%
+1,312
47
$46K 0.01%
+1,442
48
$44K 0.01%
+532
49
$41K 0.01%
+774
50
$39K 0.01%
+1,443
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