WCP
Wealthcare Capital Partners Portfolio holdings
AUM
$199M
This Quarter Return
-1.14%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$192M
AUM Growth
–
Cap. Flow
+$192M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
59.77%
Holding
118
New
118
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$39M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$20.4M |
| 3 |
UnitedHealth
UNH
|
+$20.4M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$8.78M |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$6.18M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 11.01% |
| 2 | Financials | 4.91% |
| 3 | Technology | 4.9% |
| 4 | Consumer Discretionary | 1.79% |
| 5 | Consumer Staples | 1.37% |
