WCM

Wealthcare Capital Management Portfolio holdings

AUM $946M
1-Year Est. Return 10.81%
This Quarter Est. Return
1 Year Est. Return
+10.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
772
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$8.39M
3
+$3.01M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.71M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.27M

Top Sells

1
+$15.9M
2
+$6.35M
3
+$1.6M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$999K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$857K

Sector Composition

1 Technology 0.18%
2 Consumer Discretionary 0.13%
3 Communication Services 0.07%
4 Financials 0.04%
5 Energy 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$466K 0.04%
+7,983
52
$454K 0.04%
2,640
+60
53
$423K 0.04%
19,086
-137
54
$421K 0.04%
6,624
+856
55
$415K 0.04%
5,481
+1,052
56
$408K 0.04%
2,639
57
$389K 0.04%
3,691
-316
58
$365K 0.04%
1,312
+35
59
$363K 0.03%
5,220
+514
60
$358K 0.03%
6,921
+1,177
61
$348K 0.03%
3,660
62
$315K 0.03%
+11,662
63
$305K 0.03%
4,840
+105
64
$278K 0.03%
3,440
-750
65
$262K 0.03%
759
66
$258K 0.02%
4,961
+1,962
67
$258K 0.02%
741
+61
68
$250K 0.02%
5,802
+1,204
69
$243K 0.02%
9,146
-2,849
70
$242K 0.02%
1,980
+100
71
$234K 0.02%
584
+25
72
$223K 0.02%
3,473
+49
73
$212K 0.02%
3,712
74
$211K 0.02%
1,050
75
$206K 0.02%
1,397
-337
1 2
3
4 5