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
251
$13K ﹤0.01%
+117
252
$13K ﹤0.01%
+200
253
$13K ﹤0.01%
+68
254
$13K ﹤0.01%
+4
255
$12K ﹤0.01%
+154
256
$12K ﹤0.01%
+165
257
$12K ﹤0.01%
+110
258
$12K ﹤0.01%
+166
259
$12K ﹤0.01%
+199
260
$12K ﹤0.01%
+1,155
261
$12K ﹤0.01%
+210
262
$12K ﹤0.01%
+117
263
$11K ﹤0.01%
+100
264
$11K ﹤0.01%
+292
265
$11K ﹤0.01%
+182
266
$11K ﹤0.01%
+273
267
$11K ﹤0.01%
+22
268
$11K ﹤0.01%
+155
269
$11K ﹤0.01%
+34
270
$11K ﹤0.01%
+169
271
$11K ﹤0.01%
+96
272
$11K ﹤0.01%
+35
273
$10K ﹤0.01%
+726
274
$10K ﹤0.01%
+331
275
$10K ﹤0.01%
+162
9 10
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