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
$887M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$2.39M
3
+$1.9M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$741K
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$333K

Top Sells

1
+$39.3M
2
+$7.31M
3
+$6.49M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$404K
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$252K

Sector Composition

1 Energy 0.07%
2 Financials 0.07%
3 Technology 0.06%
4 Communication Services 0.04%
5 Utilities 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3K ﹤0.01%
+53
177
$3K ﹤0.01%
+27
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$3K ﹤0.01%
+44
179
$3K ﹤0.01%
+89
180
$3K ﹤0.01%
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+26
182
$3K ﹤0.01%
+21
183
$3K ﹤0.01%
+68
184
$3K ﹤0.01%
24
185
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186
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+30
187
$3K ﹤0.01%
+14
188
$3K ﹤0.01%
40
189
$2K ﹤0.01%
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190
$2K ﹤0.01%
+24
191
$2K ﹤0.01%
+16
192
$2K ﹤0.01%
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195
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+13
196
$2K ﹤0.01%
+23
197
$2K ﹤0.01%
126
+3
198
$2K ﹤0.01%
12
-145
199
$2K ﹤0.01%
115
200
$2K ﹤0.01%
+28
6 7
8
9 10