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
$856M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$8.24M
3
+$2.21M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.93M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.07M

Top Sells

1
+$7.97M
2
+$4M
3
+$2.92M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.21M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$967K

Sector Composition

1 Energy 0.11%
2 Technology 0.06%
3 Financials 0.05%
4 Utilities 0.05%
5 Consumer Staples 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$399K 0.05%
8,006
-281
27
$392K 0.05%
13,532
-3,296
28
$365K 0.04%
5,501
29
$353K 0.04%
12,964
-880
30
$340K 0.04%
12,300
+2,378
31
$313K 0.04%
2,747
32
$296K 0.03%
21,897
+894
33
$293K 0.03%
7,212
-540
34
$285K 0.03%
4,600
-210
35
$280K 0.03%
3,113
-236
36
$272K 0.03%
13,089
+1,252
37
$266K 0.03%
12,838
+414
38
$260K 0.03%
6,800
+4,200
39
$235K 0.03%
+1,978
40
$231K 0.03%
5,948
-147
41
$228K 0.03%
+4,326
42
$201K 0.02%
14,828
-16,770
43
$176K 0.02%
3,112
+18
44
$173K 0.02%
3,350
45
$167K 0.02%
4,127
46
$151K 0.02%
6,664
47
$150K 0.02%
1,844
48
$145K 0.02%
11,176
+936
49
$141K 0.02%
2,498
+4
50
$135K 0.02%
2,122
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