WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
1-Year Return
10.81%
This Quarter Return
-0.64%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$694M
AUM Growth
+$17.4M
(+2.6%)
Cap. Flow
+$21.9M
Cap. Flow
% of AUM
3.15%
Top 10 Holdings %
Top 10 Hldgs %
96.92%
Holding
248
New
80
Increased
31
Reduced
7
Closed
3
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$13.8M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$5.65M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$1.52M |
| 4 |
WisdomTree US AI Enhanced Value Fund
AIVL
|
+$125K |
| 5 |
Apple
AAPL
|
+$59.3K |
Top Sells
| 1 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$72.3K |
| 2 |
iShares National Muni Bond ETF
MUB
|
+$69.3K |
| 3 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$66.7K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$59.7K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$8.86K |
Sector Composition
| 1 | Energy | 0.15% |
| 2 | Industrials | 0.1% |
| 3 | Financials | 0.1% |
| 4 | Materials | 0.1% |
| 5 | Consumer Staples | 0.07% |
