WCM

Wealthcare Capital Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 16.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
+$4.14M
2
+$1.58M
3
+$433K
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$243K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$228K

Top Sells

1
+$10.5M
2
+$1.57M
3
+$809K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$238K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$143K

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%
+78
277
$4K ﹤0.01%
+195
278
$4K ﹤0.01%
+38
279
$4K ﹤0.01%
+65
280
$4K ﹤0.01%
+88
281
$4K ﹤0.01%
+82
282
$4K ﹤0.01%
+72
283
$4K ﹤0.01%
100
284
$4K ﹤0.01%
+12
285
$4K ﹤0.01%
100
286
$4K ﹤0.01%
+95
287
$4K ﹤0.01%
65
+40
288
$4K ﹤0.01%
+55
289
$4K ﹤0.01%
+101
290
$4K ﹤0.01%
+17
291
$4K ﹤0.01%
+38
292
$4K ﹤0.01%
+114
293
$4K ﹤0.01%
+164
294
$4K ﹤0.01%
+10
295
$4K ﹤0.01%
+34
296
$4K ﹤0.01%
+15
297
$4K ﹤0.01%
+90
298
$4K ﹤0.01%
+79
299
$4K ﹤0.01%
+27
300
$4K ﹤0.01%
+52
10 11
12
13 14