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
$876M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$425K
3
+$257K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$118K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$85.5K

Top Sells

1
+$5.17M
2
+$565K
3
+$408K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$235K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$228K

Sector Composition

1 Energy 0.12%
2 Financials 0.05%
3 Technology 0.04%
4 Utilities 0.03%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$382K 0.04%
7,924
-82
27
$381K 0.04%
4,256
-342
28
$370K 0.04%
5,501
29
$361K 0.04%
12,380
-1,152
30
$344K 0.04%
12,300
31
$321K 0.04%
2,747
32
$307K 0.04%
21,897
33
$305K 0.03%
7,212
34
$298K 0.03%
4,656
+56
35
$279K 0.03%
13,089
36
$279K 0.03%
12,844
+6
37
$263K 0.03%
6,800
38
$257K 0.03%
2,769
-344
39
$236K 0.03%
6,004
+56
40
$219K 0.03%
9,164
-3,800
41
$201K 0.02%
14,828
42
$180K 0.02%
3,130
+18
43
$173K 0.02%
636
+175
44
$171K 0.02%
2,950
+452
45
$169K 0.02%
7,361
+697
46
$153K 0.02%
1,844
47
$151K 0.02%
11,176
48
$144K 0.02%
2,122
49
$141K 0.02%
1,652
50
$128K 0.01%
1,218
1
2
3 4 5