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
$702M
AUM Growth
+$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$2.16M
3
+$1.82M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.42M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$705K

Top Sells

1
+$2.66M
2
+$1.75M
3
+$1.23M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.19M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.17M

Sector Composition

1 Energy 0.11%
2 Financials 0.11%
3 Technology 0.09%
4 Healthcare 0.06%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$24K ﹤0.01%
125
127
$24K ﹤0.01%
101
128
$23K ﹤0.01%
230
129
$23K ﹤0.01%
75
130
$23K ﹤0.01%
125
131
$23K ﹤0.01%
434
132
$23K ﹤0.01%
95
133
$23K ﹤0.01%
3,983
+74
134
$21K ﹤0.01%
110
135
$21K ﹤0.01%
262
136
$21K ﹤0.01%
1,267
+13
137
$20K ﹤0.01%
290
138
$20K ﹤0.01%
125
139
$20K ﹤0.01%
114
140
$19K ﹤0.01%
200
141
$18K ﹤0.01%
135
142
$17K ﹤0.01%
350
143
$17K ﹤0.01%
294
144
$17K ﹤0.01%
3,800
145
$17K ﹤0.01%
465
146
$16K ﹤0.01%
1,575
147
$15K ﹤0.01%
146
+2
148
$14K ﹤0.01%
1,100
149
$13K ﹤0.01%
294
150
$13K ﹤0.01%
390
4 5
6
7 8