WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
1-Year Return
10.81%
This Quarter Return
+1.74%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$891M
AUM Growth
+$14.7M
(+1.7%)
Cap. Flow
-$284K
Cap. Flow
% of AUM
-0.03%
Top 10 Holdings %
Top 10 Hldgs %
97.38%
Holding
216
New
4
Increased
34
Reduced
19
Closed
3
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$7.86M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$228K |
| 3 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$67.7K |
| 4 |
Apple
AAPL
|
$42.5K |
| 5 |
Danaher
DHR
|
$35.7K |
Sector Composition
| 1 | Energy | 0.11% |
| 2 | Financials | 0.05% |
| 3 | Technology | 0.04% |
| 4 | Utilities | 0.03% |
| 5 | Communication Services | 0.03% |
