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

Top Buys

1
+$4.09M
2
+$1.58M
3
+$448K
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$238K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$228K

Top Sells

1
+$11M
2
+$1.57M
3
+$845K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$245K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$142K

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%
+38
560
$2K ﹤0.01%
71
-68
561
$2K ﹤0.01%
+19
562
$2K ﹤0.01%
+16
563
$2K ﹤0.01%
+21
564
$2K ﹤0.01%
+19
565
$2K ﹤0.01%
+124
566
$2K ﹤0.01%
+49
567
$2K ﹤0.01%
+76
568
$2K ﹤0.01%
+17
569
$2K ﹤0.01%
+51
570
$2K ﹤0.01%
+18
571
$2K ﹤0.01%
+80
572
$2K ﹤0.01%
+49
573
$2K ﹤0.01%
+39
574
$2K ﹤0.01%
+26
575
$2K ﹤0.01%
+68
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