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
$878M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$786K
3
+$111K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$85.6K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$81.5K

Top Sells

1
+$30.6M
2
+$19.5M
3
+$2.81M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$822K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$163K

Sector Composition

1 Energy 0.07%
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
$591K 0.07%
7,103
+1,339
27
$587K 0.07%
12,097
+1,765
28
$532K 0.06%
12,853
29
$521K 0.06%
6,460
+2
30
$503K 0.06%
8,698
+75
31
$496K 0.06%
1,563
+21
32
$372K 0.04%
2,747
33
$352K 0.04%
21,897
34
$326K 0.04%
9,516
35
$325K 0.04%
13,089
36
$314K 0.04%
7,022
37
$284K 0.03%
4,589
+1,317
38
$280K 0.03%
6,008
+37
39
$269K 0.03%
7,472
40
$247K 0.03%
10,695
+779
41
$230K 0.03%
3,102
42
$227K 0.03%
3,505
-2,522
43
$210K 0.02%
4,280
44
$206K 0.02%
2,934
-106
45
$195K 0.02%
1,856
46
$179K 0.02%
11,180
47
$178K 0.02%
3,198
+18
48
$175K 0.02%
8,492
+4
49
$172K 0.02%
806
50
$171K 0.02%
1,844
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