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
$912M
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$15.1M
3
+$6.02M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$987K
5
EWC icon
iShares MSCI Canada ETF
EWC
+$840K

Top Sells

1
+$11.1M
2
+$3.9M
3
+$1.76M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.05M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$793K

Sector Composition

1 Energy 0.07%
2 Financials 0.05%
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
$3K ﹤0.01%
+175
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10
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210
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53
+1
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24
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40
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118
+3
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115
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25
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+100
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15
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6
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5
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10
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9
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$1K ﹤0.01%
18
174
$1K ﹤0.01%
23
175
$1K ﹤0.01%
14
5 6
7
8 9