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
$647M
AUM Growth
-$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$67.9M
2
+$12.3M
3
+$7.54M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.71M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$6.09M

Top Sells

1
+$83.2M
2
+$81.2M
3
+$68.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$14.9M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$5.7M

Sector Composition

1 Financials 0.11%
2 Energy 0.1%
3 Technology 0.08%
4 Healthcare 0.06%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$21K ﹤0.01%
135
127
$20K ﹤0.01%
75
128
$20K ﹤0.01%
434
129
$19K ﹤0.01%
101
130
$19K ﹤0.01%
125
131
$19K ﹤0.01%
+500
132
$18K ﹤0.01%
350
133
$18K ﹤0.01%
110
134
$18K ﹤0.01%
114
135
$18K ﹤0.01%
262
136
$18K ﹤0.01%
1,254
+14
137
$17K ﹤0.01%
135
138
$17K ﹤0.01%
290
139
$17K ﹤0.01%
+294
140
$17K ﹤0.01%
390
141
$17K ﹤0.01%
125
142
$17K ﹤0.01%
200
143
$16K ﹤0.01%
388
144
$16K ﹤0.01%
465
145
$15K ﹤0.01%
1,575
146
$13K ﹤0.01%
3,800
147
$13K ﹤0.01%
144
+3
148
$13K ﹤0.01%
110
149
$12K ﹤0.01%
294
150
$11K ﹤0.01%
1,100
4 5
6
7 8