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
$647M
AUM Growth
-$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$67.9M
2
+$12.3M
3
+$7.54M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.71M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$6.09M

Top Sells

1
+$83.2M
2
+$81.2M
3
+$68.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$14.9M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$5.7M

Sector Composition

1 Financials 0.11%
2 Energy 0.1%
3 Technology 0.08%
4 Healthcare 0.06%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$88K 0.01%
3,031
77
$86K 0.01%
920
78
$85K 0.01%
1,729
79
$79K 0.01%
1,737
+344
80
$75K 0.01%
3,060
81
$72K 0.01%
404
-100
82
$70K 0.01%
4,440
83
$68K 0.01%
3,137
-744
84
$67K 0.01%
2,074
85
$65K 0.01%
1,630
86
$56K 0.01%
551
-519
87
$56K 0.01%
624
88
$55K 0.01%
1,343
89
$54K 0.01%
1,725
-862
90
$53K 0.01%
487
+4
91
$52K 0.01%
600
92
$51K 0.01%
685
-99
93
$50K 0.01%
2,582
94
$48K 0.01%
815
95
$48K 0.01%
830
96
$45K 0.01%
413
97
$45K 0.01%
576
98
$44K 0.01%
396
99
$44K 0.01%
781
100
$42K 0.01%
324
2 3
4
5 6