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
$876M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$425K
3
+$257K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$118K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$85.5K

Top Sells

1
+$5.17M
2
+$565K
3
+$408K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$235K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$228K

Sector Composition

1 Energy 0.12%
2 Financials 0.05%
3 Technology 0.04%
4 Utilities 0.03%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$5K ﹤0.01%
138
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$4K ﹤0.01%
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90
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34
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$3K ﹤0.01%
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94
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$3K ﹤0.01%
40
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387
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$2K ﹤0.01%
9
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13
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+10
166
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68
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19
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$2K ﹤0.01%
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$2K ﹤0.01%
12
172
$2K ﹤0.01%
108
+3
173
$2K ﹤0.01%
115
174
$2K ﹤0.01%
131
175
$2K ﹤0.01%
16
5 6
7
8 9