WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
1-Year Return
10.81%
This Quarter Return
-5.84%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$791M
AUM Growth
-$122M
(-13%)
Cap. Flow
-$67.8M
Cap. Flow
% of AUM
-8.58%
Top 10 Holdings %
Top 10 Hldgs %
93.46%
Holding
69
New
4
Increased
24
Reduced
28
Closed
5
Top Buys
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$72.1M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$36.8M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$10.3M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$4.49M |
| 5 |
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% |
