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
301
$4K ﹤0.01%
+45
302
$4K ﹤0.01%
+12
303
$4K ﹤0.01%
+342
304
$4K ﹤0.01%
+24
305
$4K ﹤0.01%
29
+17
306
$4K ﹤0.01%
+190
307
$4K ﹤0.01%
+140
308
$4K ﹤0.01%
+1,340
309
$4K ﹤0.01%
+26
310
$4K ﹤0.01%
+16
311
$4K ﹤0.01%
+78
312
$4K ﹤0.01%
+195
313
$4K ﹤0.01%
+38
314
$4K ﹤0.01%
+65
315
$4K ﹤0.01%
+88
316
$4K ﹤0.01%
+82
317
$4K ﹤0.01%
+71
318
$4K ﹤0.01%
100
319
$4K ﹤0.01%
+12
320
$4K ﹤0.01%
100
321
$4K ﹤0.01%
+95
322
$4K ﹤0.01%
65
+40
323
$4K ﹤0.01%
+55
324
$4K ﹤0.01%
+101
325
$4K ﹤0.01%
+17
11 12
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