WCM

Wealthcare Capital Management Portfolio holdings

AUM $946M
1-Year Est. Return 10.81%
This Quarter Est. Return
1 Year Est. Return
+10.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$863M
AUM Growth
-$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$9.99M
3
+$1.24M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.09M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$969K

Top Sells

1
+$47.9M
2
+$22.2M
3
+$9.29M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$599K

Sector Composition

1 Energy 0.08%
2 Financials 0.06%
3 Technology 0.05%
4 Communication Services 0.03%
5 Utilities 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9K ﹤0.01%
114
127
$9K ﹤0.01%
60
128
$9K ﹤0.01%
+450
129
$9K ﹤0.01%
+556
130
$8K ﹤0.01%
219
-178
131
$7K ﹤0.01%
218
+150
132
$7K ﹤0.01%
744
133
$7K ﹤0.01%
364
134
$6K ﹤0.01%
59
135
$6K ﹤0.01%
160
136
$6K ﹤0.01%
25
137
$6K ﹤0.01%
450
138
$6K ﹤0.01%
67
139
$6K ﹤0.01%
+220
140
$6K ﹤0.01%
125
141
$6K ﹤0.01%
+634
142
$6K ﹤0.01%
200
143
$6K ﹤0.01%
138
144
$5K ﹤0.01%
94
145
$5K ﹤0.01%
465
146
$5K ﹤0.01%
100
147
$5K ﹤0.01%
263
148
$4K ﹤0.01%
34
149
$4K ﹤0.01%
18
-142
150
$4K ﹤0.01%
+217
4 5
6
7 8