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
$743M
AUM Growth
-$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$38.1M
3
+$16M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$652K
5
MBB icon
iShares MBS ETF
MBB
+$537K

Top Sells

1
+$75.3M
2
+$32M
3
+$4.69M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.13M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.28M

Sector Composition

1 Technology 0.14%
2 Financials 0.05%
3 Consumer Staples 0.05%
4 Communication Services 0.05%
5 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$39K 0.01%
530
-315
102
$39K 0.01%
546
+58
103
$38K 0.01%
612
104
$37K 0.01%
442
-46
105
$35K ﹤0.01%
642
-230
106
$35K ﹤0.01%
635
107
$34K ﹤0.01%
+410
108
$32K ﹤0.01%
416
-27
109
$32K ﹤0.01%
562
-1,466
110
$32K ﹤0.01%
133
-35
111
$32K ﹤0.01%
1,198
-160
112
$30K ﹤0.01%
252
-613
113
$29K ﹤0.01%
87
-7
114
$29K ﹤0.01%
117
-48
115
$29K ﹤0.01%
830
-152
116
$28K ﹤0.01%
151
-186
117
$28K ﹤0.01%
75
-176
118
$28K ﹤0.01%
4,320
-1,160
119
$27K ﹤0.01%
920
120
$26K ﹤0.01%
294
-178
121
$26K ﹤0.01%
842
-285
122
$25K ﹤0.01%
+1,695
123
$24K ﹤0.01%
331
-221
124
$24K ﹤0.01%
245
-88
125
$23K ﹤0.01%
406
-111
3 4
5
6 7