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
$856M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$8.24M
3
+$2.21M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.93M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.07M

Top Sells

1
+$7.97M
2
+$4M
3
+$2.92M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.21M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$967K

Sector Composition

1 Energy 0.11%
2 Technology 0.06%
3 Financials 0.05%
4 Utilities 0.05%
5 Consumer Staples 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12K ﹤0.01%
185
127
$11K ﹤0.01%
374
128
$11K ﹤0.01%
116
129
$11K ﹤0.01%
1,200
130
$10K ﹤0.01%
294
131
$10K ﹤0.01%
+125
132
$9K ﹤0.01%
114
133
$9K ﹤0.01%
307
134
$9K ﹤0.01%
250
135
$8K ﹤0.01%
150
136
$8K ﹤0.01%
268
137
$8K ﹤0.01%
47
138
$8K ﹤0.01%
60
139
$8K ﹤0.01%
165
-24,992
140
$8K ﹤0.01%
165
141
$8K ﹤0.01%
167
142
$8K ﹤0.01%
100
143
$7K ﹤0.01%
338
-498
144
$7K ﹤0.01%
116
145
$7K ﹤0.01%
116
146
$7K ﹤0.01%
100
147
$7K ﹤0.01%
134
148
$7K ﹤0.01%
122
149
$6K ﹤0.01%
160
150
$6K ﹤0.01%
160
4 5
6
7 8