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
$913M
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$8.77M
3
+$1.87M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.86M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.32M

Top Sells

1
+$7.15M
2
+$4.38M
3
+$2.8M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.73M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.59M

Sector Composition

1 Technology 0.29%
2 Consumer Discretionary 0.1%
3 Healthcare 0.06%
4 Energy 0.05%
5 Consumer Staples 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$413K 0.05%
7,662
-404
52
$404K 0.04%
6,526
-98
53
$350K 0.04%
+7,300
54
$338K 0.04%
658
-194
55
$314K 0.03%
10,140
-1,206
56
$301K 0.03%
1,779
57
$298K 0.03%
2,803
-2,017
58
$285K 0.03%
4,725
-116
59
$279K 0.03%
1,943
+424
60
$269K 0.03%
7,689
+202
61
$234K 0.03%
759
62
$232K 0.03%
1,308
-259
63
$230K 0.03%
1,916
-7,715
64
$222K 0.02%
2,040
-1,520
65
$201K 0.02%
+6,373
66
– –
-4,297
67
– –
-29,839
68
– –
-845
69
– –
-1,362
70
– –
-1,622
71
– –
-4,097
72
– –
-2,720
73
– –
-5,881
74
– –
-1,265
75
– –
-14,420
1 2
3
4