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
$585M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$1.09M
3
+$248K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$187K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$60.7K

Top Sells

1
+$3.42M
2
+$295K
3
+$153K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$20.8K
5
FGP
Ferrellgas Partners, L.P.
FGP
+$19K

Sector Composition

1 Energy 0.11%
2 Materials 0.09%
3 Industrials 0.07%
4 Consumer Staples 0.05%
5 Communication Services 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$35K 0.01%
307
52
$29K 0.01%
527
53
$28K ﹤0.01%
600
54
$27K ﹤0.01%
319
+2
55
$26K ﹤0.01%
990
56
$25K ﹤0.01%
242
57
$25K ﹤0.01%
600
58
$24K ﹤0.01%
320
59
$24K ﹤0.01%
233
60
$24K ﹤0.01%
261
61
$23K ﹤0.01%
416
62
$23K ﹤0.01%
914
-529
63
$22K ﹤0.01%
309
64
$21K ﹤0.01%
1,217
65
$20K ﹤0.01%
324
66
$19K ﹤0.01%
476
67
$18K ﹤0.01%
300
68
$16K ﹤0.01%
406
+32
69
$15K ﹤0.01%
65
-90
70
$14K ﹤0.01%
228
71
$13K ﹤0.01%
415
72
$13K ﹤0.01%
200
73
$12K ﹤0.01%
128
+1
74
$12K ﹤0.01%
300
75
$10K ﹤0.01%
610
-1,000
1 2
3
4 5