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
$856M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$8.24M
3
+$2.21M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.93M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.07M

Top Sells

1
+$7.97M
2
+$4M
3
+$2.92M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.21M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$967K

Sector Composition

1 Energy 0.11%
2 Technology 0.06%
3 Financials 0.05%
4 Utilities 0.05%
5 Consumer Staples 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6K ﹤0.01%
25
-1,988
152
$6K ﹤0.01%
67
153
$6K ﹤0.01%
200
154
$6K ﹤0.01%
364
155
$5K ﹤0.01%
80
156
$5K ﹤0.01%
170
157
$5K ﹤0.01%
59
-155
158
$5K ﹤0.01%
94
159
$5K ﹤0.01%
261
160
$4K ﹤0.01%
109
161
$4K ﹤0.01%
83
162
$4K ﹤0.01%
465
163
$4K ﹤0.01%
90
-65,770
164
$4K ﹤0.01%
450
165
$4K ﹤0.01%
100
166
$4K ﹤0.01%
79
-4,226
167
$4K ﹤0.01%
138
168
$3K ﹤0.01%
67
169
$3K ﹤0.01%
24
170
$3K ﹤0.01%
34
171
$3K ﹤0.01%
56
172
$3K ﹤0.01%
40
173
$2K ﹤0.01%
9
174
$2K ﹤0.01%
+3
175
$2K ﹤0.01%
13
5 6
7
8 9