WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
1-Year Return
10.81%
This Quarter Return
+1.82%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$841M
AUM Growth
+$113M
(+16%)
Cap. Flow
+$99.6M
Cap. Flow
% of AUM
11.85%
Top 10 Holdings %
Top 10 Hldgs %
91.23%
Holding
1,099
New
892
Increased
147
Reduced
5
Closed
3
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$22.1M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$18.8M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$5.03M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$2.21M |
| 5 |
Alerian MLP ETF
AMLP
|
$1.82M |
Top Sells
Sector Composition
| 1 | Healthcare | 0.54% |
| 2 | Technology | 0.48% |
| 3 | Consumer Staples | 0.45% |
| 4 | Industrials | 0.45% |
| 5 | Financials | 0.37% |
