WCM

Wealthcare Capital Management Portfolio holdings

AUM $946M
1-Year Est. Return 10.81%
This Quarter Est. Return
1 Year Est. Return
+10.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$913M
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$8.77M
3
+$1.87M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.86M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.32M

Top Sells

1
+$7.15M
2
+$4.38M
3
+$2.8M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.73M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.59M

Sector Composition

1 Technology 0.29%
2 Consumer Discretionary 0.1%
3 Healthcare 0.06%
4 Energy 0.05%
5 Consumer Staples 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-53,706
77
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-73,979
78
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-147,581
79
– –
-1,995
80
– –
-1,134
81
– –
-4,470
82
– –
-1,050
83
– –
-167
1 2 3
4