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
$743M
AUM Growth
-$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$38.1M
3
+$16M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$652K
5
MBB icon
iShares MBS ETF
MBB
+$537K

Top Sells

1
+$75.3M
2
+$32M
3
+$4.69M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.13M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.28M

Sector Composition

1 Technology 0.14%
2 Financials 0.05%
3 Consumer Staples 0.05%
4 Communication Services 0.05%
5 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$733K 0.1%
13,717
-2,975
27
$622K 0.08%
61,770
-58,938
28
$537K 0.07%
+4,858
29
$522K 0.07%
15,549
-2,668
30
$508K 0.07%
4,442
+848
31
$502K 0.07%
9,598
-2,913
32
$500K 0.07%
17,390
+150
33
$482K 0.06%
+2,035
34
$465K 0.06%
7,312
-1,068
35
$460K 0.06%
4,146
36
$430K 0.06%
19,671
+8,661
37
$381K 0.05%
27,099
+399
38
$365K 0.05%
+6,798
39
$362K 0.05%
+6,574
40
$359K 0.05%
8,692
-276
41
$356K 0.05%
2,123
-1,753
42
$353K 0.05%
27,388
+3,880
43
$330K 0.04%
7,369
+598
44
$309K 0.04%
4,427
-897
45
$287K 0.04%
+9,529
46
$259K 0.03%
12,647
+122
47
$246K 0.03%
1,493
-4,154
48
$225K 0.03%
5,928
-154
49
$210K 0.03%
4,700
+196
50
$207K 0.03%
3,764
-616
1
2
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