WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
1-Year Return
10.81%
This Quarter Return
-1.55%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$849M
AUM Growth
+$7.8M
(+0.93%)
Cap. Flow
+$21.7M
Cap. Flow
% of AUM
2.55%
Top 10 Holdings %
Top 10 Hldgs %
96.75%
Holding
1,105
New
9
Increased
16
Reduced
333
Closed
662
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$34.5M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$19.9M |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$10.3M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$4.2M |
| 5 |
Southern Company
SO
|
+$129K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.99M |
| 2 |
Alerian MLP ETF
AMLP
|
+$1.82M |
| 3 |
Bristol-Myers Squibb
BMY
|
+$1.27M |
| 4 |
Conagra Brands
CAG
|
+$1.02M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
+$972K |
Sector Composition
| 1 | Energy | 0.14% |
| 2 | Financials | 0.12% |
| 3 | Industrials | 0.09% |
| 4 | Technology | 0.09% |
| 5 | Materials | 0.09% |
