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
$876M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$425K
3
+$257K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$118K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$85.5K

Top Sells

1
+$5.17M
2
+$565K
3
+$408K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$235K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$228K

Sector Composition

1 Energy 0.12%
2 Financials 0.05%
3 Technology 0.04%
4 Utilities 0.03%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9K ﹤0.01%
250
127
$8K ﹤0.01%
47
128
$8K ﹤0.01%
338
129
$8K ﹤0.01%
60
130
$8K ﹤0.01%
128
+12
131
$8K ﹤0.01%
167
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$8K ﹤0.01%
100
133
$8K ﹤0.01%
125
+62
134
$7K ﹤0.01%
100
135
$7K ﹤0.01%
134
136
$7K ﹤0.01%
123
+1
137
$6K ﹤0.01%
170
138
$6K ﹤0.01%
160
139
$6K ﹤0.01%
160
140
$6K ﹤0.01%
25
141
$6K ﹤0.01%
744
-882
142
$6K ﹤0.01%
67
143
$6K ﹤0.01%
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144
$6K ﹤0.01%
364
145
$5K ﹤0.01%
80
146
$5K ﹤0.01%
59
147
$5K ﹤0.01%
450
148
$5K ﹤0.01%
100
149
$5K ﹤0.01%
262
+1
150
$5K ﹤0.01%
115
-1,251
4 5
6
7 8