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
401
$2K ﹤0.01%
+48
402
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+57
403
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+7
404
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+28
405
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+47
406
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+12
407
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+45
408
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409
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410
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411
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+14
412
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+34
413
$2K ﹤0.01%
+130
414
$2K ﹤0.01%
+14
415
$2K ﹤0.01%
+10
416
$2K ﹤0.01%
+12
417
$2K ﹤0.01%
+12
418
$2K ﹤0.01%
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419
$2K ﹤0.01%
100
420
$2K ﹤0.01%
+109
421
$2K ﹤0.01%
+47
422
$2K ﹤0.01%
+28
423
$2K ﹤0.01%
+117
424
$2K ﹤0.01%
+31
425
$2K ﹤0.01%
+13
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