WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
1-Year Return
10.81%
This Quarter Return
+1.02%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$879M
AUM Growth
+$3.99M
(+0.46%)
Cap. Flow
-$4.17M
Cap. Flow
% of AUM
-0.47%
Top 10 Holdings %
Top 10 Hldgs %
96.57%
Holding
213
New
2
Increased
53
Reduced
19
Closed
7
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$2.99M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$1.57M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
+$431K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$146K |
| 5 |
iShares MSCI KLD 400 Social ETF
DSI
|
+$126K |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
+$3.05M |
| 2 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$2.6M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$2.34M |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$1.76M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$192K |
Sector Composition
| 1 | Energy | 0.09% |
| 2 | Financials | 0.07% |
| 3 | Technology | 0.07% |
| 4 | Communication Services | 0.04% |
| 5 | Healthcare | 0.03% |
