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
401
$5K ﹤0.01%
+308
402
$4K ﹤0.01%
+21
403
$4K ﹤0.01%
+33
404
$4K ﹤0.01%
+76
405
$4K ﹤0.01%
+14
406
$4K ﹤0.01%
+84
407
$4K ﹤0.01%
+204
408
$4K ﹤0.01%
+2
409
$4K ﹤0.01%
+37
410
$4K ﹤0.01%
+34
411
$4K ﹤0.01%
+50
412
$4K ﹤0.01%
+46
413
$4K ﹤0.01%
+35
414
$4K ﹤0.01%
+40
415
$4K ﹤0.01%
+23
416
$4K ﹤0.01%
+22
417
$4K ﹤0.01%
+120
418
$4K ﹤0.01%
+17
419
$4K ﹤0.01%
+84
420
$4K ﹤0.01%
+91
421
$4K ﹤0.01%
+74
422
$4K ﹤0.01%
+124
423
$4K ﹤0.01%
+255
424
$4K ﹤0.01%
+225
425
$4K ﹤0.01%
+94
15 16
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