WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
1-Year Return
10.81%
This Quarter Return
+2.1%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$876M
AUM Growth
+$19.8M
(+2.3%)
Cap. Flow
+$2.05M
Cap. Flow
% of AUM
0.23%
Top 10 Holdings %
Top 10 Hldgs %
97.45%
Holding
226
New
4
Increased
37
Reduced
24
Closed
15
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$8.89M |
| 2 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
+$425K |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$257K |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$118K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$85.5K |
Top Sells
Sector Composition
| 1 | Energy | 0.12% |
| 2 | Financials | 0.05% |
| 3 | Technology | 0.04% |
| 4 | Utilities | 0.03% |
| 5 | Healthcare | 0.03% |
