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
$913M
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$8.77M
3
+$1.87M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.86M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.32M

Top Sells

1
+$7.15M
2
+$4.38M
3
+$2.8M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.73M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.59M

Sector Composition

1 Technology 0.29%
2 Consumer Discretionary 0.1%
3 Healthcare 0.06%
4 Energy 0.05%
5 Consumer Staples 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.12%
12,276
-137
27
$1.11M 0.12%
31,787
-813
28
$1.1M 0.12%
26,541
-1,536
29
$1.06M 0.12%
11,791
-50
30
$1.03M 0.11%
21,412
+131
31
$870K 0.1%
13,687
+1,050
32
$774K 0.08%
19,501
-1,447
33
$773K 0.08%
8,033
+75
34
$728K 0.08%
+71,971
35
$659K 0.07%
15,176
+400
36
$614K 0.07%
2,237
-248
37
$602K 0.07%
29,675
-352
38
$587K 0.06%
39,870
-176,031
39
$576K 0.06%
2,243
-1,536
40
$512K 0.06%
4,646
41
$502K 0.06%
10,483
+508
42
$484K 0.05%
7,751
-145
43
$451K 0.05%
21,570
44
$448K 0.05%
+19,223
45
$443K 0.05%
9,027
+264
46
$440K 0.05%
3,064
47
$429K 0.05%
5,006
-307
48
$421K 0.05%
21,594
+2
49
$419K 0.05%
26,652
50
$418K 0.05%
1,206
1
2
3 4