WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
1-Year Return
10.81%
This Quarter Return
+0.91%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$814M
AUM Growth
+$89.4M
(+12%)
Cap. Flow
+$83M
Cap. Flow
% of AUM
10.2%
Top 10 Holdings %
Top 10 Hldgs %
93.81%
Holding
202
New
14
Increased
39
Reduced
27
Closed
6
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$35.4M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$33M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$6.51M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$6.41M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$835K |
Top Sells
Sector Composition
| 1 | Technology | 0.11% |
| 2 | Energy | 0.06% |
| 3 | Healthcare | 0.06% |
| 4 | Financials | 0.06% |
| 5 | Consumer Discretionary | 0.05% |
