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
$743M
AUM Growth
-$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$38.1M
3
+$16M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$652K
5
MBB icon
iShares MBS ETF
MBB
+$537K

Top Sells

1
+$75.3M
2
+$32M
3
+$4.69M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.13M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.28M

Sector Composition

1 Technology 0.14%
2 Financials 0.05%
3 Consumer Staples 0.05%
4 Communication Services 0.05%
5 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$23K ﹤0.01%
100
-21
127
$23K ﹤0.01%
125
-20
128
$22K ﹤0.01%
405
-110
129
$22K ﹤0.01%
2,415
-34,888
130
$21K ﹤0.01%
987
-10
131
$21K ﹤0.01%
187
-152
132
$20K ﹤0.01%
128
-10
133
$20K ﹤0.01%
750
-60
134
$20K ﹤0.01%
156
+1
135
$19K ﹤0.01%
398
+54
136
$19K ﹤0.01%
320
-320
137
$19K ﹤0.01%
4,297
+79
138
$18K ﹤0.01%
158
-22
139
$18K ﹤0.01%
125
-21
140
$16K ﹤0.01%
294
141
$16K ﹤0.01%
500
142
$15K ﹤0.01%
134
-17
143
$15K ﹤0.01%
434
-64
144
$15K ﹤0.01%
465
145
$15K ﹤0.01%
1,323
+14
146
$14K ﹤0.01%
1,575
147
$13K ﹤0.01%
+90
148
$13K ﹤0.01%
110
-95
149
$11K ﹤0.01%
328
-227
150
$10K ﹤0.01%
390
-72
4 5
6
7 8