WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
1-Year Return
10.81%
This Quarter Return
+3.96%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$840M
AUM Growth
+$25.9M
(+3.2%)
Cap. Flow
-$5.02M
Cap. Flow
% of AUM
-0.6%
Top 10 Holdings %
Top 10 Hldgs %
93.51%
Holding
679
New
483
Increased
97
Reduced
32
Closed
3
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$4.09M |
| 2 |
Schwab US TIPS ETF
SCHP
|
+$1.58M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$448K |
| 4 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$238K |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$228K |
Top Sells
Sector Composition
| 1 | Technology | 0.19% |
| 2 | Financials | 0.11% |
| 3 | Healthcare | 0.11% |
| 4 | Energy | 0.08% |
| 5 | Communication Services | 0.08% |
