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
$647M
AUM Growth
-$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$67.9M
2
+$12.3M
3
+$7.54M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.71M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$6.09M

Top Sells

1
+$83.2M
2
+$81.2M
3
+$68.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$14.9M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$5.7M

Sector Composition

1 Financials 0.11%
2 Energy 0.1%
3 Technology 0.08%
4 Healthcare 0.06%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$205K 0.03%
4,280
52
$194K 0.03%
1,914
53
$188K 0.03%
806
54
$181K 0.03%
1,844
55
$177K 0.03%
7,503
56
$167K 0.03%
11,780
-18,322
57
$164K 0.03%
8,536
+12
58
$161K 0.02%
8,139
+392
59
$150K 0.02%
2,740
+22
60
$150K 0.02%
9,892
+8
61
$137K 0.02%
1,496
62
$125K 0.02%
969
+648
63
$123K 0.02%
1,640
64
$121K 0.02%
1,050
65
$116K 0.02%
1,077
66
$110K 0.02%
1,584
-1,118
67
$106K 0.02%
1,595
68
$104K 0.02%
1,380
69
$104K 0.02%
1,638
-208
70
$101K 0.02%
767
-118
71
$100K 0.02%
3,964
72
$99K 0.02%
1,391
73
$99K 0.02%
+1,928
74
$96K 0.01%
574
75
$95K 0.01%
1,970
+7
1 2
3
4 5