We are live on ! Find out more
WCM

Wealthcare Capital Management Portfolio holdings

AUM $1,000M
1-Year Est. Return 13.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$863M
AUM Growth
-$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$50.6M
2
+$10.2M
3
+$1.28M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.09M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$981K

Top Sells

1
+$49.1M
2
+$21.6M
3
+$9.41M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.17M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$603K

Sector Composition

1 Energy 0.08%
2 Financials 0.06%
3 Technology 0.05%
4 Communication Services 0.03%
5 Utilities 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-83
202
– –
-113
203
$0 ﹤0.01%
10
204
– –
-307
205
– –
-670
206
– –
-231
207
– –
-134
208
– –
0
209
– –
-1,034
210
– –
-1
211
– –
-131
212
$0 ﹤0.01%
4
213
– –
-116
214
$0 ﹤0.01%
10
215
– –
-500
216
– –
-2,358
217
– –
-167
218
$0 ﹤0.01%
1
219
– –
-9
220
– –
-3
221
$0 ﹤0.01%
1
222
$0 ﹤0.01%
18
223
– –
-109
224
– –
-338
225
$0 ﹤0.01%
10
5 6 7 8
9