WCM

Wealthcare Capital Management Portfolio holdings

AUM $985M
1-Year Est. Return 11.41%
This Quarter Est. Return
1 Year Est. Return
+11.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$840M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$1.58M
3
+$448K
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$238K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$228K

Top Sells

1
+$11M
2
+$1.57M
3
+$845K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$245K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$142K

Sector Composition

1 Technology 0.19%
2 Financials 0.11%
3 Healthcare 0.11%
4 Energy 0.08%
5 Communication Services 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6K ﹤0.01%
+3
227
$6K ﹤0.01%
+272
228
$6K ﹤0.01%
+103
229
$6K ﹤0.01%
+40
230
$6K ﹤0.01%
+13
231
$6K ﹤0.01%
+31
232
$6K ﹤0.01%
+31
233
$6K ﹤0.01%
+67
234
$6K ﹤0.01%
+48
235
$6K ﹤0.01%
+23
236
$6K ﹤0.01%
+30
237
$6K ﹤0.01%
+1,587
238
$6K ﹤0.01%
+21
239
$6K ﹤0.01%
+105
240
$6K ﹤0.01%
+104
241
$6K ﹤0.01%
109
+69
242
$6K ﹤0.01%
+352
243
$5K ﹤0.01%
+9
244
$5K ﹤0.01%
+100
245
$5K ﹤0.01%
+55
246
$5K ﹤0.01%
+73
247
$5K ﹤0.01%
+103
248
$5K ﹤0.01%
+29
249
$5K ﹤0.01%
+82
250
$5K ﹤0.01%
+673
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