WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
This Quarter Return
+1.82%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$634M
AUM Growth
+$634M
(+6%)
Cap. Flow
+$25M
Cap. Flow
% of AUM
3.94%
Top 10 Holdings %
Top 10 Hldgs %
96.76%
Holding
175
New
51
Increased
28
Reduced
15
Closed
9
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$8.55M |
| 2 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$2.61M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$2.43M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$2.22M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.46M |
Top Sells
| 1 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$2.59M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.73M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$332K |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$190K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$94.3K |
Sector Composition
| 1 | Energy | 0.16% |
| 2 | Materials | 0.1% |
| 3 | Financials | 0.09% |
| 4 | Industrials | 0.09% |
| 5 | Consumer Staples | 0.06% |
