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
$856M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$8.24M
3
+$2.21M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.93M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.07M

Top Sells

1
+$7.97M
2
+$4M
3
+$2.92M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.21M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$967K

Sector Composition

1 Energy 0.11%
2 Technology 0.06%
3 Financials 0.05%
4 Utilities 0.05%
5 Consumer Staples 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$133K 0.02%
1,652
52
$121K 0.01%
461
+39
53
$116K 0.01%
1,218
-130
54
$115K 0.01%
867
-131
55
$114K 0.01%
1,521
56
$109K 0.01%
+1,329
57
$107K 0.01%
1,297
-308
58
$105K 0.01%
+2,872
59
$105K 0.01%
3,964
60
$104K 0.01%
1,012
61
$103K 0.01%
1,110
-141
62
$102K 0.01%
1,540
63
$101K 0.01%
1,225
-218
64
$88K 0.01%
3,031
+255
65
$84K 0.01%
5,863
-6,342
66
$76K 0.01%
499
-42
67
$74K 0.01%
+1,434
68
$74K 0.01%
614
+537
69
$69K 0.01%
+603
70
$66K 0.01%
1,366
71
$62K 0.01%
620
72
$62K 0.01%
3,117
73
$59K 0.01%
+338
74
$57K 0.01%
2,074
75
$57K 0.01%
1,853
-258
1 2
3
4 5