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
$702M
AUM Growth
+$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$2.16M
3
+$1.82M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.42M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$705K

Top Sells

1
+$2.66M
2
+$1.75M
3
+$1.23M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.19M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.17M

Sector Composition

1 Energy 0.11%
2 Financials 0.11%
3 Technology 0.09%
4 Healthcare 0.06%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$99K 0.01%
1,729
77
$98K 0.01%
3,031
78
$96K 0.01%
1,973
+3
79
$84K 0.01%
3,060
80
$79K 0.01%
4,440
81
$77K 0.01%
404
82
$74K 0.01%
2,074
83
$74K 0.01%
3,139
+2
84
$69K 0.01%
1,630
85
$68K 0.01%
2,582
86
$66K 0.01%
492
+5
87
$65K 0.01%
552
+1
88
$65K 0.01%
624
89
$64K 0.01%
994
-644
90
$58K 0.01%
1,343
91
$58K 0.01%
815
92
$57K 0.01%
1,725
93
$55K 0.01%
600
94
$52K 0.01%
830
95
$51K 0.01%
413
96
$51K 0.01%
1,031
97
$49K 0.01%
396
98
$49K 0.01%
576
99
$49K 0.01%
2,139
-6,000
100
$47K 0.01%
324
2 3
4
5 6