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
$878M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$786K
3
+$111K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$85.6K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$81.5K

Top Sells

1
+$30.6M
2
+$19.5M
3
+$2.81M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$822K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$163K

Sector Composition

1 Energy 0.07%
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
$10K ﹤0.01%
450
127
$9K ﹤0.01%
535
128
$8K ﹤0.01%
45
129
$8K ﹤0.01%
125
130
$8K ﹤0.01%
200
131
$7K ﹤0.01%
218
132
$7K ﹤0.01%
160
133
$7K ﹤0.01%
219
134
$7K ﹤0.01%
25
135
$7K ﹤0.01%
556
136
$7K ﹤0.01%
634
137
$6K ﹤0.01%
59
138
$6K ﹤0.01%
465
139
$6K ﹤0.01%
100
140
$6K ﹤0.01%
67
141
$5K ﹤0.01%
135
-30
142
$5K ﹤0.01%
450
143
$4K ﹤0.01%
210
144
$4K ﹤0.01%
+54
145
$4K ﹤0.01%
+250
146
$4K ﹤0.01%
34
147
$4K ﹤0.01%
18
148
$4K ﹤0.01%
40
149
$3K ﹤0.01%
179
+4
150
$3K ﹤0.01%
53
4 5
6
7 8