WCM

Wealthcare Capital Management Portfolio holdings

AUM $946M
1-Year Est. Return 10.81%
This Quarter Est. Return
1 Year Est. Return
+10.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$863M
AUM Growth
-$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$9.99M
3
+$1.24M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.09M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$969K

Top Sells

1
+$47.9M
2
+$22.2M
3
+$9.29M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$599K

Sector Composition

1 Energy 0.08%
2 Financials 0.06%
3 Technology 0.05%
4 Communication Services 0.03%
5 Utilities 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4K ﹤0.01%
40
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10
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210
154
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52
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24
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40
-16
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$2K ﹤0.01%
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115
+3
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115
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16
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$1K ﹤0.01%
13
-67
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$1K ﹤0.01%
6
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$1K ﹤0.01%
5
165
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9
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$1K ﹤0.01%
110
167
$1K ﹤0.01%
20
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$1K ﹤0.01%
9
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$1K ﹤0.01%
12
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$1K ﹤0.01%
23
-335
172
$1K ﹤0.01%
25
173
$1K ﹤0.01%
14
174
$1K ﹤0.01%
19
175
$1K ﹤0.01%
30
5 6
7
8 9