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
$876M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$425K
3
+$257K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$118K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$85.5K

Top Sells

1
+$5.17M
2
+$565K
3
+$408K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$235K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$228K

Sector Composition

1 Energy 0.12%
2 Financials 0.05%
3 Technology 0.04%
4 Utilities 0.03%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$43K ﹤0.01%
600
77
$41K ﹤0.01%
3,060
78
$41K ﹤0.01%
624
79
$40K ﹤0.01%
271
+119
80
$37K ﹤0.01%
316
-123
81
$37K ﹤0.01%
300
82
$35K ﹤0.01%
369
83
$33K ﹤0.01%
416
84
$33K ﹤0.01%
415
+7
85
$32K ﹤0.01%
324
86
$31K ﹤0.01%
860
87
$31K ﹤0.01%
1,236
88
$31K ﹤0.01%
877
89
$31K ﹤0.01%
160
+18
90
$29K ﹤0.01%
525
91
$29K ﹤0.01%
+278
92
$29K ﹤0.01%
250
93
$29K ﹤0.01%
575
+2
94
$29K ﹤0.01%
500
95
$26K ﹤0.01%
375
+259
96
$23K ﹤0.01%
177
97
$21K ﹤0.01%
810
98
$20K ﹤0.01%
3,287
+57
99
$19K ﹤0.01%
1,034
100
$19K ﹤0.01%
289
2 3
4
5 6