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
551
$2K ﹤0.01%
+21
552
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+36
553
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+38
554
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+72
555
$2K ﹤0.01%
+28
556
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557
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+20
558
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559
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560
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561
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+173
562
$2K ﹤0.01%
+286
563
$2K ﹤0.01%
+28
564
$2K ﹤0.01%
+43
565
$2K ﹤0.01%
+20
566
$2K ﹤0.01%
+65
567
$2K ﹤0.01%
+19
568
$2K ﹤0.01%
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569
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+40
570
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+23
571
$2K ﹤0.01%
+67
572
$2K ﹤0.01%
+16
573
$2K ﹤0.01%
+32
574
$2K ﹤0.01%
+59
575
$2K ﹤0.01%
+31
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