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
$702M
AUM Growth
+$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$2.16M
3
+$1.82M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.42M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$705K

Top Sells

1
+$2.66M
2
+$1.75M
3
+$1.23M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.19M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.17M

Sector Composition

1 Energy 0.11%
2 Financials 0.11%
3 Technology 0.09%
4 Healthcare 0.06%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$966K 0.14%
22,738
-1,347
27
$795K 0.11%
19,453
+380
28
$787K 0.11%
6,227
-1,450
29
$705K 0.1%
+21,206
30
$702K 0.1%
11,184
+745
31
$620K 0.09%
16,380
+7,865
32
$615K 0.09%
4,017
-2,355
33
$588K 0.08%
6,766
-710
34
$490K 0.07%
6,066
+2
35
$471K 0.07%
8,197
-272
36
$458K 0.07%
4,146
37
$389K 0.06%
9,024
38
$388K 0.06%
17,138
+3,569
39
$329K 0.05%
4,188
-204
40
$329K 0.05%
2,665
+301
41
$324K 0.05%
17,550
42
$319K 0.05%
6,708
43
$308K 0.04%
7,183
44
$307K 0.04%
6,234
45
$305K 0.04%
2,217
-109
46
$273K 0.04%
9,047
+8,787
47
$255K 0.04%
2,252
-10,849
48
$247K 0.04%
4,504
+224
49
$240K 0.03%
13,720
+3,828
50
$228K 0.03%
2,018
+104
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