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
$647M
AUM Growth
-$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$67.9M
2
+$12.3M
3
+$7.54M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.71M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$6.09M

Top Sells

1
+$83.2M
2
+$81.2M
3
+$68.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$14.9M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$5.7M

Sector Composition

1 Financials 0.11%
2 Energy 0.1%
3 Technology 0.08%
4 Healthcare 0.06%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$918K 0.14%
24,085
+1,594
27
$853K 0.13%
6,372
+666
28
$837K 0.13%
10,104
-512
29
$708K 0.11%
19,073
-2,542
30
$677K 0.1%
6,706
-157
31
$666K 0.1%
2,664
-156
32
$637K 0.1%
10,439
+1,513
33
$557K 0.09%
7,476
+46
34
$503K 0.08%
1,662
+253
35
$457K 0.07%
4,146
36
$439K 0.07%
8,469
+557
37
$414K 0.06%
6,064
-167
38
$371K 0.06%
15,467
-4,123
39
$340K 0.05%
9,024
-68
40
$311K 0.05%
2,326
-12,696
41
$304K 0.05%
4,392
+630
42
$300K 0.05%
6,234
-118,547
43
$296K 0.05%
13,569
+573
44
$283K 0.04%
8,515
-1,740
45
$281K 0.04%
7,183
-5,928
46
$280K 0.04%
17,550
47
$265K 0.04%
6,708
48
$263K 0.04%
2,364
49
$210K 0.03%
5,133
+708
50
$207K 0.03%
1,013
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