WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
1-Year Return
10.81%
This Quarter Return
+2.95%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$728M
AUM Growth
+$34.1M
(+4.9%)
Cap. Flow
+$14M
Cap. Flow
% of AUM
1.93%
Top 10 Holdings %
Top 10 Hldgs %
97.06%
Holding
277
New
32
Increased
32
Reduced
34
Closed
72
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$8.02M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$4.58M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$1.4M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$889K |
| 5 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$361K |
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
+$518K |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$150K |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
+$75.9K |
| 4 |
Duke Energy
DUK
|
+$68.3K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$55.6K |
Sector Composition
| 1 | Energy | 0.13% |
| 2 | Industrials | 0.09% |
| 3 | Materials | 0.09% |
| 4 | Financials | 0.09% |
| 5 | Consumer Staples | 0.06% |
