WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
This Quarter Return
+4.15%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$1.09B
AUM Growth
+$1.09B
(+5.4%)
Cap. Flow
+$10.9M
Cap. Flow
% of AUM
1%
Top 10 Holdings %
Top 10 Hldgs %
92.92%
Holding
87
New
10
Increased
41
Reduced
24
Closed
4
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$5.57M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$4.81M |
| 3 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$3.62M |
| 4 |
Sprinklr
CXM
|
$2.28M |
| 5 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$2.04M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$10.9M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$2.97M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$623K |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$418K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$356K |
Sector Composition
| 1 | Technology | 0.47% |
| 2 | Consumer Discretionary | 0.12% |
| 3 | Communication Services | 0.07% |
| 4 | Financials | 0.06% |
| 5 | Healthcare | 0.03% |
