WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
This Quarter Return
+4.85%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$879M
AUM Growth
+$879M
(+7%)
Cap. Flow
+$19.3M
Cap. Flow
% of AUM
2.2%
Top 10 Holdings %
Top 10 Hldgs %
94.6%
Holding
59
New
6
Increased
33
Reduced
12
Closed
1
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$12.1M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.93M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$1.86M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.24M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.09M |
Top Sells
Sector Composition
| 1 | Technology | 0.16% |
| 2 | Consumer Discretionary | 0.04% |
| 3 | Financials | 0.03% |
| 4 | Energy | 0.02% |
| 5 | Real Estate | 0% |
