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
$782M
AUM Growth
-$9.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$3.15M
3
+$3M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.96M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.94M

Top Sells

1
+$14M
2
+$9.7M
3
+$8.31M
4
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$6.73M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$6.72M

Sector Composition

1 Technology 0.31%
2 Energy 0.12%
3 Consumer Discretionary 0.12%
4 Healthcare 0.1%
5 Consumer Staples 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.15%
20,199
-379
27
$1.08M 0.14%
13,060
+1,263
28
$1.05M 0.13%
15,816
+674
29
$1.03M 0.13%
31,891
+406
30
$1.03M 0.13%
11,341
-436
31
$1.02M 0.13%
9,884
+1,284
32
$998K 0.13%
21,731
+338
33
$951K 0.12%
8,620
+2,926
34
$945K 0.12%
30,932
+2,300
35
$913K 0.12%
23,435
-3,851
36
$790K 0.1%
17,220
+1,655
37
$755K 0.1%
17,360
-268
38
$705K 0.09%
2,233
+16
39
$659K 0.08%
25,599
+2,823
40
$591K 0.08%
28,804
-1,005
41
$588K 0.08%
71,971
42
$581K 0.07%
12,282
+1,344
43
$558K 0.07%
+5,353
44
$537K 0.07%
2,241
-1
45
$529K 0.07%
8,060
-243
46
$511K 0.07%
34,242
47
$511K 0.07%
4,646
48
$468K 0.06%
7,295
+398
49
$434K 0.06%
8,832
+1,284
50
$429K 0.05%
26,652
1
2
3