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
$816M
AUM Growth
-$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$2.03M
3
+$1.25M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.03M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$925K

Top Sells

1
+$16.3M
2
+$2.11M
3
+$981K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$823K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$595K

Sector Composition

1 Technology 0.41%
2 Consumer Discretionary 0.17%
3 Energy 0.12%
4 Communication Services 0.1%
5 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-8,979
77
– –
-8,981
78
– –
-2,141
79
– –
-1,643
80
– –
-6,702
81
– –
-466
1 2 3
4