WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
1-Year Return
10.81%
This Quarter Return
+2.62%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$853M
AUM Growth
-$25.6M
(-2.9%)
Cap. Flow
-$47.9M
Cap. Flow
% of AUM
-5.61%
Top 10 Holdings %
Top 10 Hldgs %
96.39%
Holding
212
New
8
Increased
28
Reduced
29
Closed
7
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
+$4.77M |
| 2 |
iShares TIPS Bond ETF
TIP
|
+$477K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$214K |
| 4 |
Philip Morris
PM
|
+$130K |
| 5 |
Altria Group
MO
|
+$104K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$30.3M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$14.1M |
| 3 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$3.81M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$3.3M |
| 5 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
+$773K |
Sector Composition
| 1 | Energy | 0.1% |
| 2 | Financials | 0.1% |
| 3 | Technology | 0.09% |
| 4 | Consumer Staples | 0.05% |
| 5 | Communication Services | 0.04% |
