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
$702M
AUM Growth
+$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$2.16M
3
+$1.82M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.42M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$705K

Top Sells

1
+$2.66M
2
+$1.75M
3
+$1.23M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.19M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.17M

Sector Composition

1 Energy 0.11%
2 Financials 0.11%
3 Technology 0.09%
4 Healthcare 0.06%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$217K 0.03%
4,880
-253
52
$215K 0.03%
622
-1,040
53
$215K 0.03%
760
-1,904
54
$209K 0.03%
806
55
$204K 0.03%
1,013
56
$202K 0.03%
1,844
57
$195K 0.03%
7,503
58
$184K 0.03%
11,780
59
$175K 0.02%
1,496
60
$146K 0.02%
2,609
-131
61
$141K 0.02%
1,595
62
$137K 0.02%
1,640
63
$137K 0.02%
4,965
-10,502
64
$136K 0.02%
1,050
65
$135K 0.02%
969
66
$133K 0.02%
6,006
-2,530
67
$130K 0.02%
1,081
+4
68
$123K 0.02%
1,380
69
$117K 0.02%
767
70
$115K 0.02%
1,488
-96
71
$114K 0.02%
1,928
72
$113K 0.02%
574
73
$108K 0.02%
2,205
+468
74
$107K 0.02%
1,391
75
$102K 0.01%
920
1 2
3
4 5