WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
1-Year Return
10.81%
This Quarter Return
+4.92%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$1.04B
AUM Growth
+$44.4M
(+4.5%)
Cap. Flow
-$4.78M
Cap. Flow
% of AUM
-0.46%
Top 10 Holdings %
Top 10 Hldgs %
93.6%
Holding
772
New
4
Increased
35
Reduced
29
Closed
694
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$15.9M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$6.35M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$1.6M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$999K |
| 5 |
iShares AAA-A Rated Corporate Bond ETF
QLTA
|
$857K |
Sector Composition
| 1 | Technology | 0.18% |
| 2 | Consumer Discretionary | 0.13% |
| 3 | Communication Services | 0.07% |
| 4 | Financials | 0.04% |
| 5 | Energy | 0.03% |
