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
$840M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$1.58M
3
+$433K
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$243K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$228K

Top Sells

1
+$10.5M
2
+$1.57M
3
+$809K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$238K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$143K

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
526
$2K ﹤0.01%
+20
527
$2K ﹤0.01%
+65
528
$2K ﹤0.01%
+19
529
$2K ﹤0.01%
+17
530
$2K ﹤0.01%
+40
531
$2K ﹤0.01%
+23
532
$2K ﹤0.01%
+67
533
$2K ﹤0.01%
+16
534
$2K ﹤0.01%
+32
535
$2K ﹤0.01%
+59
536
$2K ﹤0.01%
+31
537
$2K ﹤0.01%
+10
538
$2K ﹤0.01%
+105
539
$2K ﹤0.01%
+29
540
$2K ﹤0.01%
+7
541
$2K ﹤0.01%
+38
542
$2K ﹤0.01%
+28
543
$2K ﹤0.01%
+11
544
$2K ﹤0.01%
+52
545
$2K ﹤0.01%
+19
546
$2K ﹤0.01%
+29
547
$2K ﹤0.01%
+36
548
$2K ﹤0.01%
+109
549
$2K ﹤0.01%
+24
550
$2K ﹤0.01%
+24
20 21
22
23 24