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
$553M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$254M
2
+$247M
3
+$33.3M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$4.89M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$2.35M

Top Sells

No sells this quarter

Sector Composition

1 Energy 0.12%
2 Materials 0.09%
3 Consumer Discretionary 0.08%
4 Industrials 0.06%
5 Communication Services 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$38K 0.01%
+3,350
52
$35K 0.01%
+547
53
$34K 0.01%
+307
54
$33K 0.01%
+155
55
$27K ﹤0.01%
+600
56
$26K ﹤0.01%
+317
57
$26K ﹤0.01%
+990
58
$26K ﹤0.01%
+527
59
$25K ﹤0.01%
+1,610
60
$25K ﹤0.01%
+242
61
$24K ﹤0.01%
+416
62
$24K ﹤0.01%
+600
63
$23K ﹤0.01%
+261
64
$22K ﹤0.01%
+320
65
$22K ﹤0.01%
+233
66
$19K ﹤0.01%
+324
67
$19K ﹤0.01%
+900
68
$18K ﹤0.01%
+1,217
69
$18K ﹤0.01%
+309
70
$17K ﹤0.01%
+476
71
$15K ﹤0.01%
+374
72
$15K ﹤0.01%
+300
73
$14K ﹤0.01%
+228
74
$13K ﹤0.01%
+127
75
$13K ﹤0.01%
+300
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3
4 5