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
$996M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$10.1M
3
+$910K
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$493K
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$373K

Top Sells

1
+$20.1M
2
+$2.26M
3
+$1.76M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$969K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$655K

Sector Composition

1 Technology 0.29%
2 Financials 0.16%
3 Consumer Discretionary 0.14%
4 Communication Services 0.13%
5 Healthcare 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17K ﹤0.01%
+112
227
$17K ﹤0.01%
+134
228
$17K ﹤0.01%
+508
229
$17K ﹤0.01%
+150
230
$17K ﹤0.01%
+58
231
$17K ﹤0.01%
+1,115
232
$17K ﹤0.01%
+110
233
$16K ﹤0.01%
+84
234
$16K ﹤0.01%
+43
235
$16K ﹤0.01%
+164
236
$16K ﹤0.01%
+375
237
$16K ﹤0.01%
+292
238
$16K ﹤0.01%
+536
239
$15K ﹤0.01%
+62
240
$15K ﹤0.01%
+253
241
$15K ﹤0.01%
+233
242
$15K ﹤0.01%
+248
243
$14K ﹤0.01%
+437
244
$14K ﹤0.01%
+186
245
$14K ﹤0.01%
+259
246
$14K ﹤0.01%
+1,520
247
$14K ﹤0.01%
+290
248
$13K ﹤0.01%
+55
249
$13K ﹤0.01%
+54
250
$13K ﹤0.01%
+846
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