WCM

Wealthcare Capital Management Portfolio holdings

AUM $946M
1-Year Est. Return 10.81%
This Quarter Est. Return
1 Year Est. Return
+10.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$863M
AUM Growth
-$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$9.99M
3
+$1.24M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.09M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$969K

Top Sells

1
+$47.9M
2
+$22.2M
3
+$9.29M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M
5
SHM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$157K 0.02%
1,844
52
$126K 0.01%
3,910
+333
53
$124K 0.01%
1,297
54
$109K 0.01%
1,421
55
$108K 0.01%
9,180
-387
56
$107K 0.01%
695
-138
57
$103K 0.01%
1,496
-113
58
$103K 0.01%
1,404
-58
59
$102K 0.01%
3,964
60
$101K 0.01%
853
-293
61
$97K 0.01%
1,540
-7
62
$94K 0.01%
3,117
63
$88K 0.01%
3,031
64
$78K 0.01%
1,839
65
$75K 0.01%
4,440
-1,423
66
$69K 0.01%
435
+65
67
$68K 0.01%
3,060
68
$66K 0.01%
917
69
$62K 0.01%
338
70
$62K 0.01%
407
-92
71
$61K 0.01%
1,026
+197
72
$59K 0.01%
2,074
73
$54K 0.01%
486
+208
74
$53K 0.01%
650
75
$52K 0.01%
456
+206
1 2
3
4 5