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
$743M
AUM Growth
-$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$38.1M
3
+$16M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$652K
5
MBB icon
iShares MBS ETF
MBB
+$537K

Top Sells

1
+$75.3M
2
+$32M
3
+$4.69M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.13M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.28M

Sector Composition

1 Technology 0.14%
2 Financials 0.05%
3 Consumer Staples 0.05%
4 Communication Services 0.05%
5 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$79K 0.01%
685
77
$77K 0.01%
1,444
+135
78
$70K 0.01%
421
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79
$68K 0.01%
1,525
80
$67K 0.01%
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-141
81
$63K 0.01%
299
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82
$59K 0.01%
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83
$58K 0.01%
626
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84
$57K 0.01%
538
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85
$57K 0.01%
4,440
86
$56K 0.01%
1,352
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87
$53K 0.01%
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88
$53K 0.01%
600
89
$52K 0.01%
1,031
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$51K 0.01%
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91
$51K 0.01%
1,029
-2,849
92
$50K 0.01%
299
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93
$48K 0.01%
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94
$47K 0.01%
1,343
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95
$47K 0.01%
437
96
$45K 0.01%
836
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97
$44K 0.01%
2,218
+369
98
$42K 0.01%
+794
99
$41K 0.01%
1,137
-1,172
100
$40K 0.01%
394
-69
2 3
4
5 6