WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
1-Year Return
10.81%
This Quarter Return
+3.52%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$912M
AUM Growth
+$49.1M
(+5.7%)
Cap. Flow
+$20.3M
Cap. Flow
% of AUM
2.23%
Top 10 Holdings %
Top 10 Hldgs %
96.82%
Holding
207
New
8
Increased
42
Reduced
27
Closed
5
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$16.2M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$15.1M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$6.02M |
| 4 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$987K |
| 5 |
iShares MSCI Canada ETF
EWC
|
$840K |
Top Sells
Sector Composition
| 1 | Energy | 0.07% |
| 2 | Financials | 0.05% |
| 3 | Technology | 0.05% |
| 4 | Communication Services | 0.03% |
| 5 | Utilities | 0.03% |
