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
$878M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$786K
3
+$111K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$85.6K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$81.5K

Top Sells

1
+$30.6M
2
+$19.5M
3
+$2.81M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$822K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$163K

Sector Composition

1 Energy 0.07%
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
$166K 0.02%
3,000
52
$158K 0.02%
1,419
53
$150K 0.02%
2,886
54
$133K 0.02%
1,297
55
$124K 0.01%
918
56
$122K 0.01%
1,047
-101
57
$112K 0.01%
1,496
58
$111K 0.01%
3,897
-15
59
$109K 0.01%
1,421
60
$107K 0.01%
1,540
61
$105K 0.01%
887
62
$104K 0.01%
617
63
$104K 0.01%
3,848
64
$104K 0.01%
3,964
65
$102K 0.01%
3,031
66
$89K 0.01%
1,544
-14,255
67
$85K 0.01%
3,117
68
$82K 0.01%
1,839
69
$75K 0.01%
4,440
70
$74K 0.01%
3,060
71
$69K 0.01%
456
72
$69K 0.01%
2,074
73
$68K 0.01%
+3,071
74
$65K 0.01%
441
+3
75
$63K 0.01%
812
1 2
3
4 5