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
$553M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$254M
2
+$247M
3
+$33.3M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$4.89M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$2.35M

Top Sells

No sells this quarter

Sector Composition

1 Energy 0.12%
2 Materials 0.09%
3 Consumer Discretionary 0.08%
4 Industrials 0.06%
5 Communication Services 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1K ﹤0.01%
+200
127
$1K ﹤0.01%
+44
128
$0 ﹤0.01%
+7
129
$0 ﹤0.01%
+3
130
$0 ﹤0.01%
+6
131
$0 ﹤0.01%
+15
132
$0 ﹤0.01%
+3
2 3 4 5
6