WCM

Wealthcare Capital Management Portfolio holdings

AUM $1,000M
1-Year Est. Return 13.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.65%
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
+$21.7M
2
+$10.2M
3
+$914K
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$485K
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$375K

Top Sells

1
+$19.7M
2
+$2.27M
3
+$1.78M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.03M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$642K

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
451
$4K ﹤0.01%
+79
452
$4K ﹤0.01%
+123
453
$4K ﹤0.01%
+56
454
$4K ﹤0.01%
+344
455
$4K ﹤0.01%
+280
456
$4K ﹤0.01%
+26
457
$3K ﹤0.01%
+25
458
$3K ﹤0.01%
+41
459
$3K ﹤0.01%
+62
460
$3K ﹤0.01%
+11
461
$3K ﹤0.01%
+107
462
$3K ﹤0.01%
+2
463
$3K ﹤0.01%
+22
464
$3K ﹤0.01%
+68
465
$3K ﹤0.01%
+59
466
$3K ﹤0.01%
+41
467
$3K ﹤0.01%
+22
468
$3K ﹤0.01%
+66
469
$3K ﹤0.01%
+55
470
$3K ﹤0.01%
+44
471
$3K ﹤0.01%
+63
472
$3K ﹤0.01%
+116
473
$3K ﹤0.01%
+15
474
$3K ﹤0.01%
+142
475
$3K ﹤0.01%
+231
17 18
19
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