WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
This Quarter Return
+8.46%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$877M
AUM Growth
+$877M
(+7.4%)
Cap. Flow
-$6.81M
Cap. Flow
% of AUM
-0.78%
Top 10 Holdings %
Top 10 Hldgs %
91.67%
Holding
90
New
16
Increased
22
Reduced
38
Closed
8
Top Buys
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$33M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$12.3M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$9.56M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$3.7M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$3.39M |
Sector Composition
| 1 | Technology | 0.41% |
| 2 | Consumer Discretionary | 0.2% |
| 3 | Communication Services | 0.1% |
| 4 | Energy | 0.1% |
| 5 | Financials | 0.09% |
