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
$743M
AUM Growth
-$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$38.1M
3
+$16M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$652K
5
MBB icon
iShares MBS ETF
MBB
+$537K

Top Sells

1
+$75.3M
2
+$32M
3
+$4.69M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.13M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.28M

Sector Composition

1 Technology 0.14%
2 Financials 0.05%
3 Consumer Staples 0.05%
4 Communication Services 0.05%
5 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3K ﹤0.01%
6
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202
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34
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210
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14
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$3K ﹤0.01%
74
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$3K ﹤0.01%
100
215
$3K ﹤0.01%
+41
216
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65
+27
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$3K ﹤0.01%
49
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218
$3K ﹤0.01%
+130
219
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62
-10
220
$3K ﹤0.01%
24
-35
221
$3K ﹤0.01%
27
-29
222
$3K ﹤0.01%
93
-24
223
$3K ﹤0.01%
100
-207
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$3K ﹤0.01%
25
-9
225
$3K ﹤0.01%
+111
7 8
9
10 11