WCM

Wealthcare Capital Management Portfolio holdings

AUM $985M
1-Year Est. Return 11.41%
This Quarter Est. Return
1 Year Est. Return
+11.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$856M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$8.24M
3
+$2.21M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.93M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.07M

Top Sells

1
+$7.97M
2
+$4M
3
+$2.92M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.21M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$967K

Sector Composition

1 Energy 0.11%
2 Technology 0.06%
3 Financials 0.05%
4 Utilities 0.05%
5 Consumer Staples 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$54K 0.01%
650
77
$54K 0.01%
1,428
78
$53K 0.01%
364
-96
79
$51K 0.01%
404
80
$49K 0.01%
439
+123
81
$47K 0.01%
917
82
$46K 0.01%
1,839
83
$44K 0.01%
1,475
-90
84
$41K ﹤0.01%
3,060
85
$41K ﹤0.01%
378
-50
86
$41K ﹤0.01%
600
87
$38K ﹤0.01%
602
-719
88
$37K ﹤0.01%
624
89
$35K ﹤0.01%
369
90
$34K ﹤0.01%
877
91
$32K ﹤0.01%
416
92
$32K ﹤0.01%
700
93
$32K ﹤0.01%
573
+2
94
$31K ﹤0.01%
324
95
$30K ﹤0.01%
1,236
96
$30K ﹤0.01%
500
97
$30K ﹤0.01%
408
98
$29K ﹤0.01%
525
99
$29K ﹤0.01%
+283
100
$29K ﹤0.01%
250
2 3
4
5 6