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
$743M
AUM Growth
-$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$38.1M
3
+$16M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$652K
5
MBB icon
iShares MBS ETF
MBB
+$537K

Top Sells

1
+$75.3M
2
+$32M
3
+$4.69M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.13M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.28M

Sector Composition

1 Technology 0.14%
2 Financials 0.05%
3 Consumer Staples 0.05%
4 Communication Services 0.05%
5 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-83
577
– –
-4
578
– –
-6
579
– –
-123
580
– –
-28
581
– –
-11
582
$0 ﹤0.01%
4
-122
583
– –
-52
584
$0 ﹤0.01%
2
-43
585
– –
-21
586
$0 ﹤0.01%
+75
587
– –
-29
588
– –
-36
589
– –
-109
590
– –
-74
591
– –
-79
592
– –
-24
593
– –
-24
594
– –
-17
595
– –
-8
596
– –
-34
597
– –
-10
598
– –
-69
599
– –
-15
600
– –
-178
22 23
24
25 26