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
$702M
AUM Growth
+$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$2.16M
3
+$1.82M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.42M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$705K

Top Sells

1
+$2.66M
2
+$1.75M
3
+$1.23M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.19M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.17M

Sector Composition

1 Energy 0.11%
2 Financials 0.11%
3 Technology 0.09%
4 Healthcare 0.06%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$47K 0.01%
599
-86
102
$46K 0.01%
782
+1
103
$45K 0.01%
760
104
$44K 0.01%
1,626
-78
105
$43K 0.01%
255
106
$43K 0.01%
826
107
$38K 0.01%
477
108
$37K 0.01%
1,147
109
$37K 0.01%
635
110
$35K 0.01%
416
111
$35K 0.01%
525
112
$34K ﹤0.01%
400
113
$33K ﹤0.01%
766
114
$31K ﹤0.01%
+120
115
$30K ﹤0.01%
750
116
$30K ﹤0.01%
690
117
$29K ﹤0.01%
100
118
$29K ﹤0.01%
544
119
$28K ﹤0.01%
699
120
$27K ﹤0.01%
400
121
$27K ﹤0.01%
500
122
$27K ﹤0.01%
515
123
$25K ﹤0.01%
624
124
$25K ﹤0.01%
135
125
$24K ﹤0.01%
219
3 4
5
6 7