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
$791M
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$10.9M
3
+$10.3M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8.78M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$6.63M

Top Sells

1
+$72.1M
2
+$36.8M
3
+$10.3M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$4.49M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.78M

Sector Composition

1 Technology 0.32%
2 Consumer Discretionary 0.12%
3 Healthcare 0.07%
4 Energy 0.06%
5 Communication Services 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 0.13%
11,777
-14
27
$1M 0.13%
20,578
-620
28
$996K 0.13%
27,286
+745
29
$981K 0.12%
21,393
-19
30
$946K 0.12%
11,797
-479
31
$904K 0.11%
15,142
+1,455
32
$773K 0.1%
8,600
+567
33
$664K 0.08%
71,971
34
$663K 0.08%
17,628
-1,873
35
$612K 0.08%
2,217
-20
36
$602K 0.08%
29,809
+134
37
$600K 0.08%
15,565
+389
38
$578K 0.07%
+22,776
39
$522K 0.07%
2,242
-1
40
$511K 0.06%
4,646
41
$497K 0.06%
5,694
+688
42
$488K 0.06%
10,938
+455
43
$479K 0.06%
34,242
-5,628
44
$465K 0.06%
8,303
+552
45
$425K 0.05%
21,048
-522
46
$410K 0.05%
1,249
+43
47
$395K 0.05%
20,876
-718
48
$385K 0.05%
6,897
+371
49
$383K 0.05%
+4,181
50
$375K 0.05%
26,652
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