WCM

Wealthcare Capital Management Portfolio holdings

AUM $946M
1-Year Est. Return 10.81%
This Quarter Est. Return
1 Year Est. Return
+10.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$863M
AUM Growth
-$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$9.99M
3
+$1.24M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.09M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$969K

Top Sells

1
+$47.9M
2
+$22.2M
3
+$9.29M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$599K

Sector Composition

1 Energy 0.08%
2 Financials 0.06%
3 Technology 0.05%
4 Communication Services 0.03%
5 Utilities 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$52K 0.01%
1,502
+74
77
$49K 0.01%
404
78
$48K 0.01%
525
79
$44K 0.01%
1,236
80
$44K 0.01%
379
+1
81
$44K 0.01%
624
82
$43K 0.01%
1,160
+300
83
$43K 0.01%
411
-401
84
$42K ﹤0.01%
877
85
$42K ﹤0.01%
780
86
$41K ﹤0.01%
274
+1
87
$41K ﹤0.01%
600
88
$38K ﹤0.01%
369
89
$37K ﹤0.01%
313
-805
90
$36K ﹤0.01%
425
-43
91
$35K ﹤0.01%
415
92
$34K ﹤0.01%
543
-33
93
$31K ﹤0.01%
416
94
$30K ﹤0.01%
233
-83
95
$29K ﹤0.01%
570
+290
96
$29K ﹤0.01%
324
97
$24K ﹤0.01%
+482
98
$23K ﹤0.01%
3,403
+58
99
$22K ﹤0.01%
560
+400
100
$22K ﹤0.01%
1,160
+11
2 3
4
5 6