WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
1-Year Return
10.81%
This Quarter Return
-6.84%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$647M
AUM Growth
-$206M
(-24%)
Cap. Flow
-$142M
Cap. Flow
% of AUM
-22.02%
Top 10 Holdings %
Top 10 Hldgs %
93.23%
Holding
216
New
11
Increased
29
Reduced
34
Closed
24
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
+$67.9M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$12.3M |
| 3 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$7.54M |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$6.71M |
| 5 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$6.09M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$83.2M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$81.2M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$68.4M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$14.9M |
| 5 |
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% |
