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
276
$4K ﹤0.01%
+31
277
$4K ﹤0.01%
+62
278
$4K ﹤0.01%
+92
279
$4K ﹤0.01%
+241
280
$4K ﹤0.01%
+40
281
$4K ﹤0.01%
+70
282
$4K ﹤0.01%
+177
283
$4K ﹤0.01%
+153
284
$4K ﹤0.01%
+24
285
$4K ﹤0.01%
+24
286
$4K ﹤0.01%
+126
287
$4K ﹤0.01%
+22
288
$4K ﹤0.01%
+19
289
$4K ﹤0.01%
+50
290
$4K ﹤0.01%
+7
291
$4K ﹤0.01%
+45
292
$4K ﹤0.01%
+41
293
$4K ﹤0.01%
+51
294
$4K ﹤0.01%
+125
295
$4K ﹤0.01%
+26
296
$4K ﹤0.01%
+22
297
$4K ﹤0.01%
+112
298
$4K ﹤0.01%
+24
299
$4K ﹤0.01%
+143
300
$4K ﹤0.01%
+11
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