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
326
$7K ﹤0.01%
+29
327
$7K ﹤0.01%
+33
328
$7K ﹤0.01%
+90
329
$7K ﹤0.01%
+12
330
$7K ﹤0.01%
+58
331
$7K ﹤0.01%
+38
332
$7K ﹤0.01%
+111
333
$7K ﹤0.01%
+484
334
$6K ﹤0.01%
+91
335
$6K ﹤0.01%
+62
336
$6K ﹤0.01%
+394
337
$6K ﹤0.01%
+258
338
$6K ﹤0.01%
+146
339
$6K ﹤0.01%
+61
340
$6K ﹤0.01%
+329
341
$6K ﹤0.01%
+22
342
$6K ﹤0.01%
+22
343
$6K ﹤0.01%
+188
344
$6K ﹤0.01%
+478
345
$6K ﹤0.01%
+163
346
$6K ﹤0.01%
+77
347
$6K ﹤0.01%
+273
348
$6K ﹤0.01%
+63
349
$6K ﹤0.01%
+148
350
$6K ﹤0.01%
+230
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