WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
This Quarter Return
+2.62%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$853M
AUM Growth
+$853M
(-2.9%)
Cap. Flow
-$47.9M
Cap. Flow
% of AUM
-5.61%
Top 10 Holdings %
Top 10 Hldgs %
96.39%
Holding
212
New
8
Increased
28
Reduced
29
Closed
7
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$4.77M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$477K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$214K |
| 4 |
Philip Morris
PM
|
$130K |
| 5 |
Altria Group
MO
|
$104K |
Top Sells
Sector Composition
| 1 | Energy | 0.1% |
| 2 | Financials | 0.1% |
| 3 | Technology | 0.09% |
| 4 | Consumer Staples | 0.05% |
| 5 | Communication Services | 0.04% |
