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
376
$5K ﹤0.01%
+25
377
$5K ﹤0.01%
+37
378
$5K ﹤0.01%
+24
379
$5K ﹤0.01%
+52
380
$5K ﹤0.01%
+135
381
$5K ﹤0.01%
+119
382
$5K ﹤0.01%
+330
383
$5K ﹤0.01%
+69
384
$5K ﹤0.01%
+89
385
$5K ﹤0.01%
+176
386
$5K ﹤0.01%
+189
387
$5K ﹤0.01%
+62
388
$5K ﹤0.01%
+100
389
$5K ﹤0.01%
+368
390
$5K ﹤0.01%
+202
391
$5K ﹤0.01%
+156
392
$5K ﹤0.01%
+243
393
$5K ﹤0.01%
+24
394
$5K ﹤0.01%
+39
395
$5K ﹤0.01%
+459
396
$5K ﹤0.01%
+168
397
$5K ﹤0.01%
+27
398
$5K ﹤0.01%
+34
399
$5K ﹤0.01%
+33
400
$5K ﹤0.01%
+293
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