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
$856M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$8.24M
3
+$2.21M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.93M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.07M

Top Sells

1
+$7.97M
2
+$4M
3
+$2.92M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.21M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$967K

Sector Composition

1 Energy 0.11%
2 Technology 0.06%
3 Financials 0.05%
4 Utilities 0.05%
5 Consumer Staples 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$27K ﹤0.01%
142
102
$26K ﹤0.01%
860
103
$25K ﹤0.01%
300
104
$24K ﹤0.01%
177
105
$21K ﹤0.01%
152
+1
106
$21K ﹤0.01%
810
107
$19K ﹤0.01%
3,230
+60
108
$19K ﹤0.01%
166
-3,215
109
$18K ﹤0.01%
1,034
110
$18K ﹤0.01%
289
111
$18K ﹤0.01%
1,124
+13
112
$17K ﹤0.01%
280
113
$17K ﹤0.01%
200
114
$16K ﹤0.01%
400
115
$16K ﹤0.01%
670
-1,017
116
$15K ﹤0.01%
113
117
$15K ﹤0.01%
358
118
$14K ﹤0.01%
+127
119
$14K ﹤0.01%
63
120
$13K ﹤0.01%
200
121
$13K ﹤0.01%
308
122
$13K ﹤0.01%
397
123
$13K ﹤0.01%
1,626
-17,502
124
$13K ﹤0.01%
80
125
$12K ﹤0.01%
422
-363
3 4
5
6 7