WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
1-Year Return
10.81%
This Quarter Return
+2.95%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$728M
AUM Growth
+$34.1M
(+4.9%)
Cap. Flow
+$14M
Cap. Flow
% of AUM
1.93%
Top 10 Holdings %
Top 10 Hldgs %
97.06%
Holding
277
New
32
Increased
32
Reduced
34
Closed
72
Top Buys
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$518K |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$150K |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$75.9K |
| 4 |
Duke Energy
DUK
|
$68.3K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$55.6K |
Sector Composition
| 1 | Energy | 0.13% |
| 2 | Industrials | 0.09% |
| 3 | Materials | 0.09% |
| 4 | Financials | 0.09% |
| 5 | Consumer Staples | 0.06% |
