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
376
$2K ﹤0.01%
+21
377
$2K ﹤0.01%
+24
378
$2K ﹤0.01%
+24
379
$2K ﹤0.01%
+45
380
$2K ﹤0.01%
+44
381
$2K ﹤0.01%
+17
382
$2K ﹤0.01%
+40
383
$2K ﹤0.01%
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384
$2K ﹤0.01%
+7
385
$2K ﹤0.01%
+76
386
$2K ﹤0.01%
+83
387
$2K ﹤0.01%
+123
388
$2K ﹤0.01%
+14
389
$2K ﹤0.01%
+33
390
$2K ﹤0.01%
+11
391
$2K ﹤0.01%
+435
392
$2K ﹤0.01%
+39
393
$2K ﹤0.01%
+632
394
$2K ﹤0.01%
+22
395
$2K ﹤0.01%
+39
396
$2K ﹤0.01%
+267
397
$2K ﹤0.01%
+30
398
$2K ﹤0.01%
+33
399
$2K ﹤0.01%
+14
400
$2K ﹤0.01%
+28
14 15
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