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
$1.03B
AUM Growth
-$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$959K
3
+$350K
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$324K
5
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$203K

Top Sells

1
+$124M
2
+$12.5M
3
+$8.13M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$865K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$830K

Sector Composition

1 Technology 0.19%
2 Consumer Discretionary 0.11%
3 Communication Services 0.05%
4 Financials 0.03%
5 Energy 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$203K 0.02%
+3,467
77
$203K 0.02%
1,397
78
– –
-1,148
79
– –
-3,642
1 2 3
4