WCM

Wealthcare Capital Management Portfolio holdings

AUM $946M
1-Year Est. Return 10.81%
This Quarter Est. Return
1 Year Est. Return
+10.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$702M
AUM Growth
+$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$2.16M
3
+$1.82M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.42M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$705K

Top Sells

1
+$2.66M
2
+$1.75M
3
+$1.23M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.19M
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.17M

Sector Composition

1 Energy 0.11%
2 Financials 0.11%
3 Technology 0.09%
4 Healthcare 0.06%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$287M 40.87%
1,982,153
+12,566
2
$196M 27.98%
1,840,677
+67,959
3
$71.6M 10.2%
2,601,934
+51,738
4
$53.7M 7.65%
1,070,389
+43,093
5
$13.6M 1.94%
122,407
+339
6
$11.9M 1.69%
184,167
-41,252
7
$8.91M 1.27%
72,352
+155
8
$7.62M 1.09%
131,244
-13,879
9
$4.37M 0.62%
146,884
-58,943
10
$3.67M 0.52%
12,878
-1,471
11
$2.97M 0.42%
117,730
-30,877
12
$2.97M 0.42%
81,681
-32,193
13
$2.04M 0.29%
12,245
-24
14
$1.99M 0.28%
18,220
+3,382
15
$1.91M 0.27%
54,241
-1,317
16
$1.86M 0.26%
22,066
17
$1.84M 0.26%
68,518
-44,364
18
$1.43M 0.2%
27,072
+2,924
19
$1.3M 0.19%
41,616
-1,964
20
$1.2M 0.17%
47,095
+2,910
21
$1.17M 0.17%
17,973
-21
22
$1.13M 0.16%
100,422
+318
23
$1.09M 0.16%
10,752
+4,046
24
$1.02M 0.15%
90,150
-38,508
25
$994K 0.14%
11,445
+1,341
1
2 3 4 5