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
$856M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$8.24M
3
+$2.21M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.93M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.07M

Top Sells

1
+$7.97M
2
+$4M
3
+$2.92M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.21M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$967K

Sector Composition

1 Energy 0.11%
2 Technology 0.06%
3 Financials 0.05%
4 Utilities 0.05%
5 Consumer Staples 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1K ﹤0.01%
10
-165
202
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57
203
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+15
204
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38
205
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10
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$1K ﹤0.01%
8
207
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45
208
$1K ﹤0.01%
387
209
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18
210
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10
211
– –
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212
$0 ﹤0.01%
1
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214
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$0 ﹤0.01%
10
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-38,602
220
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10
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1
224
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225
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-2,145
6 7 8
9
10