WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
1-Year Return
10.81%
This Quarter Return
+2.44%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$906M
AUM Growth
+$28.1M
(+3.2%)
Cap. Flow
+$6.96M
Cap. Flow
% of AUM
0.77%
Top 10 Holdings %
Top 10 Hldgs %
96.87%
Holding
203
New
14
Increased
27
Reduced
27
Closed
9
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$8.48M |
| 2 |
iShares TIPS Bond ETF
TIP
|
+$1.76M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$1.43M |
| 4 |
iShares MSCI KLD 400 Social ETF
DSI
|
+$680K |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$352K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.1M |
| 2 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$1.03M |
| 3 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$984K |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$678K |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$387K |
Sector Composition
| 1 | Energy | 0.07% |
| 2 | Financials | 0.06% |
| 3 | Technology | 0.05% |
| 4 | Communication Services | 0.04% |
| 5 | Utilities | 0.03% |
