WCM

Wealthcare Capital Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 16.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.13%
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%
+16
552
$2K ﹤0.01%
+32
553
$2K ﹤0.01%
+59
554
$2K ﹤0.01%
+31
555
$2K ﹤0.01%
+10
556
$2K ﹤0.01%
+105
557
$2K ﹤0.01%
+29
558
$2K ﹤0.01%
+7
559
$2K ﹤0.01%
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560
$2K ﹤0.01%
+15
561
$2K ﹤0.01%
+14
562
$2K ﹤0.01%
+23
563
$2K ﹤0.01%
+61
564
$2K ﹤0.01%
+104
565
$2K ﹤0.01%
+35
566
$2K ﹤0.01%
+112
567
$2K ﹤0.01%
+22
568
$2K ﹤0.01%
+74
569
$2K ﹤0.01%
+14
570
$2K ﹤0.01%
+24
571
$2K ﹤0.01%
+81
572
$2K ﹤0.01%
+42
573
$2K ﹤0.01%
+17
574
$2K ﹤0.01%
+22
575
$2K ﹤0.01%
+40
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