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
$743M
AUM Growth
-$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$38.1M
3
+$16M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$652K
5
MBB icon
iShares MBS ETF
MBB
+$537K

Top Sells

1
+$75.3M
2
+$32M
3
+$4.69M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.13M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.28M

Sector Composition

1 Technology 0.14%
2 Financials 0.05%
3 Consumer Staples 0.05%
4 Communication Services 0.05%
5 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10K ﹤0.01%
226
-73
152
$10K ﹤0.01%
250
-2,463
153
$9K ﹤0.01%
171
+30
154
$8K ﹤0.01%
99
-50
155
$8K ﹤0.01%
194
-121
156
$8K ﹤0.01%
100
-29
157
$8K ﹤0.01%
52
-77
158
$7K ﹤0.01%
273
159
$7K ﹤0.01%
1,100
-173
160
$7K ﹤0.01%
846
161
$6K ﹤0.01%
45
-38
162
$6K ﹤0.01%
292
163
$6K ﹤0.01%
327
164
$6K ﹤0.01%
263
165
$5K ﹤0.01%
16
-21
166
$5K ﹤0.01%
17
-16
167
$5K ﹤0.01%
120
-192
168
$5K ﹤0.01%
+160
169
$5K ﹤0.01%
140
+90
170
$5K ﹤0.01%
163
+140
171
$5K ﹤0.01%
36
+12
172
$5K ﹤0.01%
84
-48
173
$5K ﹤0.01%
48
-40
174
$5K ﹤0.01%
+1,023
175
$5K ﹤0.01%
381
-95
5 6
7
8 9