WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
This Quarter Return
+4.33%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$782M
AUM Growth
+$782M
(-1.2%)
Cap. Flow
-$42.4M
Cap. Flow
% of AUM
-5.42%
Top 10 Holdings %
Top 10 Hldgs %
92.84%
Holding
73
New
9
Increased
30
Reduced
23
Closed
2
Top Buys
Top Sells
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$14M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$9.7M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$8.31M |
| 4 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$6.73M |
| 5 |
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% |
