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
301
$8K ﹤0.01%
+53
302
$8K ﹤0.01%
+212
303
$8K ﹤0.01%
+52
304
$8K ﹤0.01%
+37
305
$8K ﹤0.01%
+243
306
$8K ﹤0.01%
+98
307
$8K ﹤0.01%
+39
308
$8K ﹤0.01%
+81
309
$8K ﹤0.01%
+204
310
$8K ﹤0.01%
+6
311
$8K ﹤0.01%
+61
312
$8K ﹤0.01%
+398
313
$8K ﹤0.01%
+406
314
$8K ﹤0.01%
+85
315
$7K ﹤0.01%
+21
316
$7K ﹤0.01%
+157
317
$7K ﹤0.01%
+52
318
$7K ﹤0.01%
+250
319
$7K ﹤0.01%
+76
320
$7K ﹤0.01%
+37
321
$7K ﹤0.01%
+569
322
$7K ﹤0.01%
+55
323
$7K ﹤0.01%
+139
324
$7K ﹤0.01%
+68
325
$7K ﹤0.01%
+84
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