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
526
$3K ﹤0.01%
+135
527
$3K ﹤0.01%
+220
528
$3K ﹤0.01%
+70
529
$3K ﹤0.01%
+46
530
$3K ﹤0.01%
+181
531
$3K ﹤0.01%
+222
532
$3K ﹤0.01%
+134
533
$3K ﹤0.01%
+48
534
$2K ﹤0.01%
+15
535
$2K ﹤0.01%
+17
536
$2K ﹤0.01%
+124
537
$2K ﹤0.01%
+59
538
$2K ﹤0.01%
+241
539
$2K ﹤0.01%
+75
540
$2K ﹤0.01%
+1
541
$2K ﹤0.01%
+27
542
$2K ﹤0.01%
+109
543
$2K ﹤0.01%
+123
544
$2K ﹤0.01%
+20
545
$2K ﹤0.01%
+11
546
$2K ﹤0.01%
+33
547
$2K ﹤0.01%
+21
548
$2K ﹤0.01%
+89
549
$2K ﹤0.01%
+14
550
$2K ﹤0.01%
+41
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