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
276
$10K ﹤0.01%
+126
277
$10K ﹤0.01%
+864
278
$10K ﹤0.01%
+162
279
$10K ﹤0.01%
+150
280
$10K ﹤0.01%
+249
281
$10K ﹤0.01%
+149
282
$10K ﹤0.01%
+173
283
$10K ﹤0.01%
+42
284
$10K ﹤0.01%
+172
285
$10K ﹤0.01%
+294
286
$9K ﹤0.01%
+31
287
$9K ﹤0.01%
+191
288
$9K ﹤0.01%
+75
289
$9K ﹤0.01%
+33
290
$9K ﹤0.01%
+137
291
$9K ﹤0.01%
+21
292
$9K ﹤0.01%
+63
293
$9K ﹤0.01%
+145
294
$9K ﹤0.01%
+137
295
$9K ﹤0.01%
+37
296
$9K ﹤0.01%
+160
297
$9K ﹤0.01%
+41
298
$9K ﹤0.01%
+19
299
$8K ﹤0.01%
+62
300
$8K ﹤0.01%
+14
10 11
12
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