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
$585M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$1.09M
3
+$248K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$187K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$60.7K

Top Sells

1
+$3.42M
2
+$295K
3
+$153K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$20.8K
5
FGP
Ferrellgas Partners, L.P.
FGP
+$19K

Sector Composition

1 Energy 0.11%
2 Materials 0.09%
3 Industrials 0.07%
4 Consumer Staples 0.05%
5 Communication Services 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3K ﹤0.01%
500
102
$3K ﹤0.01%
60
103
$2K ﹤0.01%
37
104
$2K ﹤0.01%
50
105
$2K ﹤0.01%
29
106
$2K ﹤0.01%
30
107
$2K ﹤0.01%
220
108
$2K ﹤0.01%
50
109
$2K ﹤0.01%
200
110
$2K ﹤0.01%
200
111
$2K ﹤0.01%
20
112
$2K ﹤0.01%
+30
113
$2K ﹤0.01%
34
114
$2K ﹤0.01%
27
115
$2K ﹤0.01%
33
116
$2K ﹤0.01%
150
117
$1K ﹤0.01%
34
118
$1K ﹤0.01%
+10
119
$1K ﹤0.01%
17
120
$1K ﹤0.01%
200
121
– –
-228
122
– –
-8,500
123
– –
-48
124
$0 ﹤0.01%
8
+1
125
– –
-51
2 3 4
5
6