WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
1-Year Return
10.81%
This Quarter Return
+3.08%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$724M
AUM Growth
+$22.6M
(+3.2%)
Cap. Flow
+$1.27M
Cap. Flow
% of AUM
0.18%
Top 10 Holdings %
Top 10 Hldgs %
93.96%
Holding
202
New
7
Increased
34
Reduced
36
Closed
14
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.64M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$598K |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$556K |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$390K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$350K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$736K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$258K |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
+$189K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$181K |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$179K |
Sector Composition
| 1 | Technology | 0.12% |
| 2 | Energy | 0.09% |
| 3 | Financials | 0.07% |
| 4 | Healthcare | 0.06% |
| 5 | Consumer Staples | 0.06% |
