WCM

Wealthcare Capital Management Portfolio holdings

AUM $946M
1-Year Est. Return 10.81%
This Quarter Est. Return
1 Year Est. Return
+10.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
772
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$8.39M
3
+$3.01M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.71M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.27M

Top Sells

1
+$15.9M
2
+$6.35M
3
+$1.6M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$999K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$857K

Sector Composition

1 Technology 0.18%
2 Consumer Discretionary 0.13%
3 Communication Services 0.07%
4 Financials 0.04%
5 Energy 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.12%
24,010
+450
27
$1.24M 0.12%
28,290
+143
28
$1.18M 0.11%
31,394
+805
29
$1.16M 0.11%
7,876
+5,215
30
$1.05M 0.1%
31,078
+1,157
31
$1.03M 0.1%
19,018
-3,594
32
$946K 0.09%
9,292
+47
33
$902K 0.09%
11,429
-1,062
34
$895K 0.09%
+9,290
35
$883K 0.08%
16,245
+214
36
$880K 0.08%
2,761
+2,079
37
$749K 0.07%
3,266
-648
38
$721K 0.07%
27,648
-1,392
39
$716K 0.07%
27,472
-1,512
40
$638K 0.06%
8,605
+187
41
$595K 0.06%
5,973
+755
42
$563K 0.05%
3,897
+265
43
$557K 0.05%
1,415
44
$536K 0.05%
14,005
+372
45
$526K 0.05%
26,652
46
$515K 0.05%
15,357
+766
47
$513K 0.05%
4,646
+500
48
$492K 0.05%
1,815
-49
49
$486K 0.05%
6,682
-824
50
$468K 0.05%
7,402
+1,098
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