WCM

Wealthcare Capital Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 16.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$878M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$785K
3
+$112K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$85.8K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$81.3K

Top Sells

1
+$30.7M
2
+$19.3M
3
+$2.78M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$810K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$163K

Sector Composition

1 Energy 0.07%
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
$3K ﹤0.01%
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+2
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40
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$1K ﹤0.01%
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30
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15
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4
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$1K ﹤0.01%
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$1K ﹤0.01%
20
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$1K ﹤0.01%
9
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$1K ﹤0.01%
200
174
$1K ﹤0.01%
12
175
$1K ﹤0.01%
10
5 6
7
8 9