WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
This Quarter Return
+8.2%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$960M
AUM Growth
+$960M
(+9.2%)
Cap. Flow
+$12.5M
Cap. Flow
% of AUM
1.3%
Top 10 Holdings %
Top 10 Hldgs %
94.46%
Holding
63
New
5
Increased
25
Reduced
23
Closed
2
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$10.9M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$8.75M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$2.31M |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$2.28M |
| 5 |
iShares MSCI KLD 400 Social ETF
DSI
|
$1.39M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$13.3M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$2.97M |
| 3 |
Invesco QQQ Trust
QQQ
|
$347K |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$302K |
| 5 |
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% |
