WCM

Wealthcare Capital Management Portfolio holdings

AUM $946M
1-Year Est. Return 10.81%
This Quarter Est. Return
1 Year Est. Return
+10.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$863M
AUM Growth
-$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$9.99M
3
+$1.24M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.09M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$969K

Top Sells

1
+$47.9M
2
+$22.2M
3
+$9.29M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$599K

Sector Composition

1 Energy 0.08%
2 Financials 0.06%
3 Technology 0.05%
4 Communication Services 0.03%
5 Utilities 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21K ﹤0.01%
810
102
$20K ﹤0.01%
400
103
$19K ﹤0.01%
394
+66
104
$19K ﹤0.01%
337
+172
105
$19K ﹤0.01%
1,200
106
$18K ﹤0.01%
259
-116
107
$17K ﹤0.01%
200
108
$17K ﹤0.01%
300
109
$16K ﹤0.01%
200
110
$16K ﹤0.01%
388
+80
111
$16K ﹤0.01%
185
112
$14K ﹤0.01%
125
113
$13K ﹤0.01%
374
114
$13K ﹤0.01%
413
-9
115
$12K ﹤0.01%
119
+100
116
$12K ﹤0.01%
118
117
$12K ﹤0.01%
+210
118
$11K ﹤0.01%
294
119
$11K ﹤0.01%
250
120
$10K ﹤0.01%
+175
121
$10K ﹤0.01%
75
-102
122
$10K ﹤0.01%
116
-12
123
$10K ﹤0.01%
100
124
$10K ﹤0.01%
+535
125
$9K ﹤0.01%
47
3 4
5
6 7