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
$863M
AUM Growth
-$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$9.99M
3
+$1.24M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.09M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$969K

Top Sells

1
+$47.9M
2
+$22.2M
3
+$9.29M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$599K

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
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