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
$960M
AUM Growth
+$80.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.75M
3
+$2.31M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.28M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.19M

Top Sells

1
+$13.3M
2
+$2.97M
3
+$347K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$302K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$201K

Sector Composition

1 Technology 0.18%
2 Consumer Discretionary 0.05%
3 Financials 0.03%
4 Energy 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 0.12%
25,645
-1,744
27
$1.08M 0.11%
30,263
-193
28
$975K 0.1%
19,461
-2,336
29
$956K 0.1%
28,430
-5,421
30
$922K 0.1%
12,634
31
$879K 0.09%
15,888
+1,680
32
$864K 0.09%
14,766
+1,775
33
$787K 0.08%
21,695
+8,601
34
$779K 0.08%
3,975
-171
35
$653K 0.07%
29,364
-6,692
36
$652K 0.07%
28,692
-6,000
37
$609K 0.06%
21,551
-4,673
38
$529K 0.06%
7,745
-1,357
39
$527K 0.05%
6,207
+408
40
$503K 0.05%
7,877
-371
41
$486K 0.05%
1,415
42
$480K 0.05%
26,652
43
$458K 0.05%
4,146
44
$433K 0.05%
2,660
+280
45
$423K 0.04%
+2,683
46
$401K 0.04%
1,801
+301
47
$373K 0.04%
2,639
-73
48
$367K 0.04%
5,967
-1,967
49
$365K 0.04%
3,756
50
$357K 0.04%
13,099
-1,067
1
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