WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
1-Year Return
10.81%
This Quarter Return
-1.34%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$993M
AUM Growth
-$4.4M
(-0.44%)
Cap. Flow
+$9.51M
Cap. Flow
% of AUM
0.96%
Top 10 Holdings %
Top 10 Hldgs %
89.99%
Holding
89
New
7
Increased
36
Reduced
35
Closed
2
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$9.04M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$5.72M |
| 3 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$4.52M |
| 4 |
US Treasury 10 Year Note ETF
UTEN
|
$3.17M |
| 5 |
Sprott Physical Gold
PHYS
|
$2.98M |
Top Sells
Sector Composition
| 1 | Financials | 1.23% |
| 2 | Technology | 0.59% |
| 3 | Consumer Discretionary | 0.22% |
| 4 | Communication Services | 0.13% |
| 5 | Energy | 0.09% |
