WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
1-Year Return
10.81%
This Quarter Return
+1.61%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$996M
AUM Growth
+$36M
(+3.8%)
Cap. Flow
+$21.5M
Cap. Flow
% of AUM
2.16%
Top 10 Holdings %
Top 10 Hldgs %
93.1%
Holding
769
New
707
Increased
24
Reduced
25
Closed
1
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$20.1M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$2.26M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$1.76M |
| 4 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$969K |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$655K |
Sector Composition
| 1 | Technology | 0.29% |
| 2 | Financials | 0.16% |
| 3 | Consumer Discretionary | 0.14% |
| 4 | Communication Services | 0.13% |
| 5 | Healthcare | 0.12% |
