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
$876M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$425K
3
+$257K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$118K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$85.5K

Top Sells

1
+$5.17M
2
+$565K
3
+$408K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$235K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$228K

Sector Composition

1 Energy 0.12%
2 Financials 0.05%
3 Technology 0.04%
4 Utilities 0.03%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$119K 0.01%
867
52
$117K 0.01%
3,575
+2,100
53
$111K 0.01%
1,421
-100
54
$111K 0.01%
1,146
+36
55
$111K 0.01%
1,297
56
$108K 0.01%
1,540
57
$106K 0.01%
3,964
58
$91K 0.01%
5,863
59
$87K 0.01%
3,031
60
$86K 0.01%
812
-200
61
$75K 0.01%
499
62
$73K 0.01%
2,358
+505
63
$70K 0.01%
3,117
64
$58K 0.01%
2,074
65
$57K 0.01%
1,428
66
$55K 0.01%
650
67
$53K 0.01%
338
68
$53K 0.01%
815
+213
69
$53K 0.01%
367
+3
70
$50K 0.01%
590
-635
71
$49K 0.01%
917
72
$49K 0.01%
404
73
$48K 0.01%
1,839
74
$46K 0.01%
378
75
$44K 0.01%
779
+700
1 2
3
4 5