WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
This Quarter Return
+3.18%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$676M
AUM Growth
+$676M
(+6.6%)
Cap. Flow
+$21.9M
Cap. Flow
% of AUM
3.25%
Top 10 Holdings %
Top 10 Hldgs %
96.95%
Holding
174
New
8
Increased
31
Reduced
32
Closed
6
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$14.7M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$6.74M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.49M |
| 4 |
Apple
AAPL
|
$105K |
| 5 |
PX
Praxair Inc
PX
|
$22K |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$153K |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$136K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$126K |
| 4 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$92.3K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$90.1K |
Sector Composition
| 1 | Energy | 0.15% |
| 2 | Materials | 0.1% |
| 3 | Financials | 0.09% |
| 4 | Industrials | 0.09% |
| 5 | Consumer Staples | 0.06% |
