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
$585M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$1.09M
3
+$248K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$187K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$60.7K

Top Sells

1
+$3.42M
2
+$295K
3
+$153K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$20.8K
5
FGP
Ferrellgas Partners, L.P.
FGP
+$19K

Sector Composition

1 Energy 0.11%
2 Materials 0.09%
3 Industrials 0.07%
4 Consumer Staples 0.05%
5 Communication Services 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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$0 ﹤0.01%
11
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128
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-57
129
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-44
130
– –
-900
131
$0 ﹤0.01%
3
132
$0 ﹤0.01%
6
133
$0 ﹤0.01%
15
134
$0 ﹤0.01%
3
135
– –
-100
2 3 4 5
6