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
576
$2K ﹤0.01%
+10
577
$2K ﹤0.01%
+105
578
$2K ﹤0.01%
+29
579
$2K ﹤0.01%
+7
580
$2K ﹤0.01%
+38
581
$2K ﹤0.01%
71
-68
582
$2K ﹤0.01%
+19
583
$2K ﹤0.01%
+16
584
$2K ﹤0.01%
+21
585
$2K ﹤0.01%
+19
586
$2K ﹤0.01%
+124
587
$2K ﹤0.01%
+49
588
$2K ﹤0.01%
+76
589
$2K ﹤0.01%
+17
590
$2K ﹤0.01%
+51
591
$2K ﹤0.01%
+18
592
$2K ﹤0.01%
+80
593
$2K ﹤0.01%
+49
594
$2K ﹤0.01%
+39
595
$2K ﹤0.01%
+26
596
$2K ﹤0.01%
+68
597
$2K ﹤0.01%
+69
598
$2K ﹤0.01%
+20
599
$2K ﹤0.01%
+81
600
$2K ﹤0.01%
+98
22 23
24
25 26