WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
1-Year Return
10.81%
This Quarter Return
+8.26%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$702M
AUM Growth
+$54.6M
(+8.4%)
Cap. Flow
+$2.6M
Cap. Flow
% of AUM
0.37%
Top 10 Holdings %
Top 10 Hldgs %
93.82%
Holding
196
New
4
Increased
33
Reduced
33
Closed
1
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$7.25M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$2.16M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$1.82M |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$1.42M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$705K |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$2.66M |
| 2 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$1.75M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$1.23M |
| 4 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
+$1.19M |
| 5 |
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% |
