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
$878M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$786K
3
+$111K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$85.6K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$81.5K

Top Sells

1
+$30.6M
2
+$19.5M
3
+$2.81M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$822K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$163K

Sector Composition

1 Energy 0.07%
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
$25K ﹤0.01%
916
102
$24K ﹤0.01%
400
-170
103
$24K ﹤0.01%
3,521
+60
104
$22K ﹤0.01%
699
-30
105
$21K ﹤0.01%
200
106
$21K ﹤0.01%
1,182
+11
107
$21K ﹤0.01%
810
108
$20K ﹤0.01%
350
109
$18K ﹤0.01%
400
110
$18K ﹤0.01%
388
111
$18K ﹤0.01%
1,200
112
$17K ﹤0.01%
200
113
$17K ﹤0.01%
460
114
$15K ﹤0.01%
374
115
$15K ﹤0.01%
125
116
$15K ﹤0.01%
300
117
$14K ﹤0.01%
+818
118
$13K ﹤0.01%
119
119
$12K ﹤0.01%
294
120
$12K ﹤0.01%
75
121
$12K ﹤0.01%
110
122
$11K ﹤0.01%
116
123
$11K ﹤0.01%
100
124
$10K ﹤0.01%
114
125
$10K ﹤0.01%
250
3 4
5
6 7