WCM
Wealthcare Capital Management Portfolio holdings
AUM
$985M
1-Year Est. Return
11.41%
1 Year Est. Return
+11.41%
AUM
$985M
AUM Growth
+$39M
(+4.1%)
Holding
86
Top Buys
| 1 | +$83.9M | |
| 2 | +$8.8M | |
| 3 | +$2.83M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$1.46M |
| 5 |
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$1.45M |
Top Sells
| 1 | +$75.2M | |
| 2 | +$16.4M | |
| 3 | +$14.3M | |
| 4 |
Sprott Physical Gold
PHYS
|
+$13.5M |
| 5 |
Invesco
IVZ
|
+$757K |
Sector Composition
| 1 | Financials | 1.46% |
| 2 | Technology | 0.47% |
| 3 | Energy | 0.16% |
| 4 | Consumer Staples | 0.07% |
| 5 | Communication Services | 0.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Russell 2000 ETF
IWM
$76.6B
| $271K | 0.03% |
1,122
-28
|
|
||
77
iShares Bitcoin Trust
IBIT
$76.1B
| $267K | 0.03% |
+4,104
|
|
||
78
iShares MSCI EAFE ETF
EFA
$73.3B
| $257K | 0.03% |
2,752
+294
|
|
||
79
Vanguard Dividend Appreciation ETF
VIG
$104B
| $240K | 0.02% |
1,111
|
|
||
80
Global X US Infrastructure Development ETF
PAVE
$10.8B
| $222K | 0.02% |
+4,670
|
|
||
81
KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
$173M
| $209K | 0.02% |
+7,771
|
|
||
82
iShares Russell 1000 Growth ETF
IWF
$123B
| $208K | 0.02% |
+445
|
|
||
83
Tesla
TSLA
$1.46T
| $203K | 0.02% |
456
-657
|
|
||
84
iShares MSCI EAFE Value ETF
EFV
$28.5B
| – | – |
-3,303
|
|
||
85
Fidelity Total Bond ETF
FBND
$23.7B
| – | – |
-7,216
|
|
||
86
Netflix
NFLX
$376B
| – | – |
-1,640
|
|