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
$647M
AUM Growth
-$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$67.9M
2
+$12.3M
3
+$7.54M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.71M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$6.09M

Top Sells

1
+$83.2M
2
+$81.2M
3
+$68.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$14.9M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$5.7M

Sector Composition

1 Financials 0.11%
2 Energy 0.1%
3 Technology 0.08%
4 Healthcare 0.06%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10K ﹤0.01%
+846
152
$10K ﹤0.01%
1,200
153
$9K ﹤0.01%
273
154
$9K ﹤0.01%
99
155
$9K ﹤0.01%
250
156
$8K ﹤0.01%
59
157
$8K ﹤0.01%
224
-960
158
$8K ﹤0.01%
327
159
$8K ﹤0.01%
160
-600
160
$8K ﹤0.01%
100
161
$8K ﹤0.01%
634
162
$7K ﹤0.01%
192
163
$7K ﹤0.01%
+260
164
$6K ﹤0.01%
100
165
$6K ﹤0.01%
556
166
$4K ﹤0.01%
135
167
$4K ﹤0.01%
125
168
$3K ﹤0.01%
210
+9
169
$3K ﹤0.01%
68
170
$3K ﹤0.01%
54
171
$3K ﹤0.01%
249
172
$2K ﹤0.01%
69
173
$2K ﹤0.01%
140
+3
174
$2K ﹤0.01%
115
175
$2K ﹤0.01%
300
5 6
7
8 9