WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
This Quarter Return
-1.38%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$553M
AUM Growth
–
Cap. Flow
+$553M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
98.87%
Holding
132
New
132
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$254M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$247M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$33.3M |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$4.89M |
| 5 |
iShares Russell 3000 ETF
IWV
|
$2.36M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 0.12% |
| 2 | Materials | 0.09% |
| 3 | Consumer Discretionary | 0.08% |
| 4 | Industrials | 0.06% |
| 5 | Communication Services | 0.05% |
