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
501
$3K ﹤0.01%
+90
502
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+24
503
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+40
504
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505
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506
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507
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+24
508
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+649
509
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510
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511
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512
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513
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514
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515
$3K ﹤0.01%
+73
516
$3K ﹤0.01%
+38
517
$3K ﹤0.01%
+113
518
$3K ﹤0.01%
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519
$3K ﹤0.01%
+61
520
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+14
521
$3K ﹤0.01%
+178
522
$3K ﹤0.01%
+24
523
$3K ﹤0.01%
+55
524
$3K ﹤0.01%
+52
525
$3K ﹤0.01%
+64
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