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
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%
+62
458
$3K ﹤0.01%
+25
459
$3K ﹤0.01%
+11
460
$3K ﹤0.01%
+107
461
$3K ﹤0.01%
+2
462
$3K ﹤0.01%
+22
463
$3K ﹤0.01%
+68
464
$3K ﹤0.01%
+59
465
$3K ﹤0.01%
+41
466
$3K ﹤0.01%
+22
467
$3K ﹤0.01%
+66
468
$3K ﹤0.01%
+55
469
$3K ﹤0.01%
+44
470
$3K ﹤0.01%
+63
471
$3K ﹤0.01%
+116
472
$3K ﹤0.01%
+15
473
$3K ﹤0.01%
+142
474
$3K ﹤0.01%
+231
475
$3K ﹤0.01%
+14
17 18
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