WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
This Quarter Return
-1.2%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$863M
AUM Growth
+$863M
(-3.1%)
Cap. Flow
-$15M
Cap. Flow
% of AUM
-1.73%
Top 10 Holdings %
Top 10 Hldgs %
96.8%
Holding
225
New
12
Increased
47
Reduced
38
Closed
26
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$50.1M |
| 2 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$9.99M |
| 3 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$1.24M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.09M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$969K |
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$47.9M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$22.2M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$9.29M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.2M |
| 5 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$599K |
Sector Composition
| 1 | Energy | 0.08% |
| 2 | Financials | 0.06% |
| 3 | Technology | 0.05% |
| 4 | Communication Services | 0.03% |
| 5 | Utilities | 0.03% |
