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
251
$5K ﹤0.01%
+72
252
$5K ﹤0.01%
+154
253
$5K ﹤0.01%
+25
254
$5K ﹤0.01%
+96
255
$5K ﹤0.01%
+36
256
$5K ﹤0.01%
+372
257
$5K ﹤0.01%
+85
258
$5K ﹤0.01%
50
+40
259
$5K ﹤0.01%
+24
260
$4K ﹤0.01%
+21
261
$4K ﹤0.01%
+74
262
$4K ﹤0.01%
+79
263
$4K ﹤0.01%
+34
264
$4K ﹤0.01%
+71
265
$4K ﹤0.01%
+90
266
$4K ﹤0.01%
+19
267
$4K ﹤0.01%
+17
268
$4K ﹤0.01%
230
+10
269
$4K ﹤0.01%
+17
270
$4K ﹤0.01%
+47
271
$4K ﹤0.01%
+694
272
$4K ﹤0.01%
+419
273
$4K ﹤0.01%
+14
274
$4K ﹤0.01%
+79
275
$4K ﹤0.01%
+54
9 10
11
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