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
$647M
AUM Growth
-$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$67.9M
2
+$12.3M
3
+$7.54M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.71M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$6.09M

Top Sells

1
+$83.2M
2
+$81.2M
3
+$68.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$14.9M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$5.7M

Sector Composition

1 Financials 0.11%
2 Energy 0.1%
3 Technology 0.08%
4 Healthcare 0.06%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$41K 0.01%
1,031
102
$40K 0.01%
760
103
$39K 0.01%
826
104
$36K 0.01%
1,704
105
$35K 0.01%
525
106
$35K 0.01%
477
107
$34K 0.01%
635
108
$33K 0.01%
255
109
$32K ﹤0.01%
1,147
110
$32K ﹤0.01%
416
111
$31K ﹤0.01%
766
112
$30K ﹤0.01%
400
113
$29K ﹤0.01%
699
114
$27K ﹤0.01%
515
115
$26K ﹤0.01%
100
116
$26K ﹤0.01%
544
117
$25K ﹤0.01%
400
118
$25K ﹤0.01%
690
119
$24K ﹤0.01%
219
120
$24K ﹤0.01%
750
121
$24K ﹤0.01%
95
122
$23K ﹤0.01%
624
123
$22K ﹤0.01%
230
124
$21K ﹤0.01%
125
125
$21K ﹤0.01%
3,909
+69
3 4
5
6 7