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
$960M
AUM Growth
+$80.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.75M
3
+$2.31M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.28M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.19M

Top Sells

1
+$13.3M
2
+$2.97M
3
+$347K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$302K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$201K

Sector Composition

1 Technology 0.18%
2 Consumer Discretionary 0.05%
3 Financials 0.03%
4 Energy 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$348K 0.04%
+10,433
52
$322K 0.03%
14,464
+1,668
53
$307K 0.03%
4,256
54
$301K 0.03%
3,486
55
$297K 0.03%
1,282
+1
56
$248K 0.03%
+2,852
57
$232K 0.02%
759
58
$222K 0.02%
+1,734
59
$221K 0.02%
5,363
-818
60
$217K 0.02%
3,712
-95
61
$209K 0.02%
+3,527
62
– –
-1,248
63
– –
-7,503
1 2
3