WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
1-Year Return
10.81%
This Quarter Return
-1.47%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$875M
AUM Growth
-$12.7M
(-1.4%)
Cap. Flow
+$313K
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
96.69%
Holding
246
New
9
Increased
47
Reduced
38
Closed
35
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$8.35M |
| 2 |
iShares TIPS Bond ETF
TIP
|
+$1.58M |
| 3 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$1.35M |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$1.04M |
| 5 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$658K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$11.5M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$1.14M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$365K |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$341K |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$228K |
Sector Composition
| 1 | Energy | 0.07% |
| 2 | Financials | 0.07% |
| 3 | Technology | 0.06% |
| 4 | Communication Services | 0.04% |
| 5 | Healthcare | 0.03% |
