WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
1-Year Return
10.81%
This Quarter Return
+1.74%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$814M
AUM Growth
-$9.97M
(-1.2%)
Cap. Flow
-$23.6M
Cap. Flow
% of AUM
-2.9%
Top 10 Holdings %
Top 10 Hldgs %
96.56%
Holding
276
New
22
Increased
33
Reduced
58
Closed
40
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$22.9M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$6.67M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$3.09M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$1.11M |
| 5 |
Vanguard Russell 1000 Growth ETF
VONG
|
$793K |
Sector Composition
| 1 | Energy | 0.11% |
| 2 | Industrials | 0.08% |
| 3 | Technology | 0.07% |
| 4 | Materials | 0.07% |
| 5 | Financials | 0.06% |
