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
351
$3K ﹤0.01%
+293
352
$3K ﹤0.01%
+274
353
$3K ﹤0.01%
+40
354
$3K ﹤0.01%
+47
355
$3K ﹤0.01%
+136
356
$3K ﹤0.01%
+17
357
$3K ﹤0.01%
+60
358
$3K ﹤0.01%
+180
359
$3K ﹤0.01%
+6
360
$3K ﹤0.01%
157
+4
361
$3K ﹤0.01%
+59
362
$3K ﹤0.01%
115
363
$3K ﹤0.01%
+90
364
$3K ﹤0.01%
+92
365
$3K ﹤0.01%
+19
366
$3K ﹤0.01%
+52
367
$3K ﹤0.01%
+7
368
$3K ﹤0.01%
33
+21
369
$3K ﹤0.01%
+6
370
$3K ﹤0.01%
+525
371
$3K ﹤0.01%
+23
372
$3K ﹤0.01%
+19
373
$3K ﹤0.01%
+34
374
$3K ﹤0.01%
+42
375
$3K ﹤0.01%
+29
13 14
15
16 17