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
$878M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$786K
3
+$111K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$85.6K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$81.5K

Top Sells

1
+$30.6M
2
+$19.5M
3
+$2.81M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$822K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$163K

Sector Composition

1 Energy 0.07%
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
$62K 0.01%
404
77
$57K 0.01%
917
78
$56K 0.01%
1,160
79
$53K 0.01%
650
80
$50K 0.01%
380
+1
81
$48K 0.01%
600
82
$47K 0.01%
411
83
$46K 0.01%
624
84
$43K ﹤0.01%
413
85
$42K ﹤0.01%
1,236
86
$42K ﹤0.01%
859
-18
87
$41K ﹤0.01%
525
88
$38K ﹤0.01%
737
89
$38K ﹤0.01%
297
-110
90
$38K ﹤0.01%
546
+1
91
$38K ﹤0.01%
324
92
$36K ﹤0.01%
9,180
93
$35K ﹤0.01%
780
94
$34K ﹤0.01%
416
95
$30K ﹤0.01%
495
96
$29K ﹤0.01%
1,353
97
$28K ﹤0.01%
320
-107
98
$27K ﹤0.01%
155
-120
99
$26K ﹤0.01%
560
100
$26K ﹤0.01%
400
-15
2 3
4
5 6