WCM

Wealthcare Capital Management Portfolio holdings

AUM $946M
1-Year Est. Return 10.81%
This Quarter Est. Return
1 Year Est. Return
+10.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$863M
AUM Growth
-$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$9.99M
3
+$1.24M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.09M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$969K

Top Sells

1
+$47.9M
2
+$22.2M
3
+$9.29M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$599K

Sector Composition

1 Energy 0.08%
2 Financials 0.06%
3 Technology 0.05%
4 Communication Services 0.03%
5 Utilities 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$593K 0.07%
6,567
-2,176
27
$563K 0.07%
40,664
+20,816
28
$538K 0.06%
8,419
+64
29
$501K 0.06%
15,854
+2,150
30
$450K 0.05%
12,853
-131
31
$434K 0.05%
9,052
-12,483
32
$413K 0.05%
8,280
+761
33
$342K 0.04%
2,747
34
$330K 0.04%
21,897
35
$318K 0.04%
+6,939
36
$315K 0.04%
10,360
-2,020
37
$308K 0.04%
1,020
+332
38
$282K 0.03%
13,089
39
$280K 0.03%
6,800
40
$264K 0.03%
12,860
+12
41
$245K 0.03%
8,472
+808
42
$238K 0.03%
3,280
-1,376
43
$228K 0.03%
5,737
+73
44
$221K 0.03%
4,856
-2,176
45
$220K 0.03%
9,423
+1,764
46
$216K 0.03%
2,133
-571
47
$202K 0.02%
2,938
+4
48
$172K 0.02%
3,168
+22
49
$172K 0.02%
11,180
+4
50
$158K 0.02%
3,090
+3,000
1
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