WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
1-Year Return
10.81%
This Quarter Return
+1.88%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$878M
AUM Growth
-$34.3M
(-3.8%)
Cap. Flow
-$51.3M
Cap. Flow
% of AUM
-5.84%
Top 10 Holdings %
Top 10 Hldgs %
96.72%
Holding
212
New
10
Increased
30
Reduced
26
Closed
24
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
+$1.69M |
| 2 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$786K |
| 3 |
Vanguard Real Estate ETF
VNQ
|
+$111K |
| 4 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
+$85.6K |
| 5 |
VanEck High Yield Muni ETF
HYD
|
+$81.5K |
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$30.6M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$19.5M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$2.81M |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$822K |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$163K |
Sector Composition
| 1 | Energy | 0.07% |
| 2 | Financials | 0.06% |
| 3 | Technology | 0.05% |
| 4 | Communication Services | 0.03% |
| 5 | Utilities | 0.03% |
