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
$702M
AUM Growth
+$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$2.16M
3
+$1.82M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.42M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$705K

Top Sells

1
+$2.66M
2
+$1.75M
3
+$1.23M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.19M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.17M

Sector Composition

1 Energy 0.11%
2 Financials 0.11%
3 Technology 0.09%
4 Healthcare 0.06%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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+13
4 5 6 7
8