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
$791M
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$10.9M
3
+$10.3M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8.78M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$6.63M

Top Sells

1
+$72.1M
2
+$36.8M
3
+$10.3M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$4.49M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.78M

Sector Composition

1 Technology 0.32%
2 Consumer Discretionary 0.12%
3 Healthcare 0.07%
4 Energy 0.06%
5 Communication Services 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$361K 0.05%
11,553
+1,413
52
$352K 0.04%
3,113
+310
53
$341K 0.04%
7,320
+20
54
$338K 0.04%
15,211
-4,012
55
$332K 0.04%
658
56
$328K 0.04%
7,548
-1,479
57
$293K 0.04%
1,779
58
$289K 0.04%
5,795
-1,867
59
$273K 0.03%
4,725
60
$271K 0.03%
7,982
+293
61
$218K 0.03%
759
62
$213K 0.03%
+1,082
63
$213K 0.03%
1,303
-5
64
$212K 0.03%
2,213
+173
65
– –
-36,900
66
– –
-1,943
67
– –
-6,373
68
– –
-36,950
69
– –
-3,064
1 2
3