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
$553M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$254M
2
+$247M
3
+$33.3M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$4.89M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$2.35M

Top Sells

No sells this quarter

Sector Composition

1 Energy 0.12%
2 Materials 0.09%
3 Consumer Discretionary 0.08%
4 Industrials 0.06%
5 Communication Services 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3K ﹤0.01%
+120
102
$3K ﹤0.01%
+72
103
$3K ﹤0.01%
+50
104
$3K ﹤0.01%
+500
105
$3K ﹤0.01%
+60
106
$2K ﹤0.01%
+150
107
$2K ﹤0.01%
+37
108
$2K ﹤0.01%
+25
109
$2K ﹤0.01%
+50
110
$2K ﹤0.01%
+30
111
$2K ﹤0.01%
+220
112
$2K ﹤0.01%
+29
113
$2K ﹤0.01%
+51
114
$2K ﹤0.01%
+77
115
$2K ﹤0.01%
+200
116
$2K ﹤0.01%
+200
117
$2K ﹤0.01%
+20
118
$2K ﹤0.01%
+34
119
$2K ﹤0.01%
+57
120
$2K ﹤0.01%
+27
121
$2K ﹤0.01%
+33
122
$2K ﹤0.01%
+100
123
$1K ﹤0.01%
+34
124
$1K ﹤0.01%
+29
125
$1K ﹤0.01%
+17
2 3 4
5
6