WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
1-Year Return
10.81%
This Quarter Return
-5.93%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$1.03B
AUM Growth
-$60.3M
(-5.5%)
Cap. Flow
+$6.46M
Cap. Flow
% of AUM
0.63%
Top 10 Holdings %
Top 10 Hldgs %
93.33%
Holding
92
New
9
Increased
40
Reduced
22
Closed
14
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$15.9M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$2.99M |
| 3 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$1.97M |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$811K |
| 5 |
Apple
AAPL
|
$609K |
Top Sells
Sector Composition
| 1 | Technology | 0.37% |
| 2 | Consumer Discretionary | 0.19% |
| 3 | Communication Services | 0.13% |
| 4 | Healthcare | 0.09% |
| 5 | Financials | 0.09% |
