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
$743M
AUM Growth
-$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$38.1M
3
+$16M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$652K
5
MBB icon
iShares MBS ETF
MBB
+$537K

Top Sells

1
+$75.3M
2
+$32M
3
+$4.69M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.13M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.28M

Sector Composition

1 Technology 0.14%
2 Financials 0.05%
3 Consumer Staples 0.05%
4 Communication Services 0.05%
5 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5K ﹤0.01%
249
-83
177
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19
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19
-5
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$4K ﹤0.01%
111
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$4K ﹤0.01%
+103
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$4K ﹤0.01%
+65
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$4K ﹤0.01%
33
-1,516
183
$4K ﹤0.01%
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$4K ﹤0.01%
1,000
185
$4K ﹤0.01%
33
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$4K ﹤0.01%
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187
$4K ﹤0.01%
47
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$4K ﹤0.01%
18
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$4K ﹤0.01%
+205
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$4K ﹤0.01%
43
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$4K ﹤0.01%
243
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$3K ﹤0.01%
39
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$3K ﹤0.01%
30
+11
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$3K ﹤0.01%
58
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$3K ﹤0.01%
15
-30
196
$3K ﹤0.01%
22
-18
197
$3K ﹤0.01%
+148
198
$3K ﹤0.01%
99
-1
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$3K ﹤0.01%
71
-92
200
$3K ﹤0.01%
26
-14
6 7
8
9 10