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
$878M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$786K
3
+$111K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$85.6K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$81.5K

Top Sells

1
+$30.6M
2
+$19.5M
3
+$2.81M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$822K
5
VGIT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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