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
551
$2K ﹤0.01%
+6
552
$2K ﹤0.01%
+476
553
$2K ﹤0.01%
+120
554
$2K ﹤0.01%
+76
555
$2K ﹤0.01%
+25
556
$2K ﹤0.01%
+130
557
$2K ﹤0.01%
+100
558
$2K ﹤0.01%
+63
559
$2K ﹤0.01%
+34
560
$2K ﹤0.01%
+149
561
$2K ﹤0.01%
+31
562
$2K ﹤0.01%
+27
563
$2K ﹤0.01%
+428
564
$2K ﹤0.01%
+53
565
$2K ﹤0.01%
+197
566
$2K ﹤0.01%
+32
567
$2K ﹤0.01%
+101
568
$2K ﹤0.01%
+80
569
$2K ﹤0.01%
+5
570
$2K ﹤0.01%
+59
571
$2K ﹤0.01%
+72
572
$2K ﹤0.01%
+6
573
$2K ﹤0.01%
+16
574
$2K ﹤0.01%
+6
575
$2K ﹤0.01%
+30
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