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
$743M
AUM Growth
-$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$38.1M
3
+$16M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$652K
5
MBB icon
iShares MBS ETF
MBB
+$537K

Top Sells

1
+$75.3M
2
+$32M
3
+$4.69M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.13M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.28M

Sector Composition

1 Technology 0.14%
2 Financials 0.05%
3 Consumer Staples 0.05%
4 Communication Services 0.05%
5 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$194K 0.03%
1,063
-260
52
$191K 0.03%
1,844
53
$173K 0.02%
1,797
+287
54
$166K 0.02%
759
55
$155K 0.02%
7,503
56
$151K 0.02%
2,665
+9
57
$140K 0.02%
1,440
-980
58
$138K 0.02%
4,034
-474
59
$132K 0.02%
511
-328
60
$131K 0.02%
1,643
-40
61
$130K 0.02%
989
-159
62
$124K 0.02%
1,050
63
$117K 0.02%
1,599
-118
64
$117K 0.02%
5,000
65
$116K 0.02%
3,508
-638
66
$108K 0.01%
682
-431
67
$108K 0.01%
4,911
-556
68
$107K 0.01%
1,076
-1,629
69
$101K 0.01%
1,396
-78
70
$101K 0.01%
2,090
-33
71
$99K 0.01%
376
-136
72
$98K 0.01%
620
+46
73
$90K 0.01%
5,484
-530
74
$86K 0.01%
300
-15
75
$82K 0.01%
1,000
+122
1 2
3
4 5