WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
This Quarter Return
-1.47%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$875M
AUM Growth
+$875M
(-1.4%)
Cap. Flow
+$322K
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
96.69%
Holding
246
New
9
Increased
48
Reduced
38
Closed
35
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$8.35M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$1.58M |
| 3 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$1.35M |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.04M |
| 5 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$658K |
Top Sells
Sector Composition
| 1 | Energy | 0.07% |
| 2 | Financials | 0.07% |
| 3 | Technology | 0.06% |
| 4 | Communication Services | 0.04% |
| 5 | Healthcare | 0.03% |
