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
576
$2K ﹤0.01%
+34
577
$2K ﹤0.01%
+44
578
$2K ﹤0.01%
+151
579
$2K ﹤0.01%
+34
580
$2K ﹤0.01%
+7
581
$2K ﹤0.01%
+33
582
$2K ﹤0.01%
+12
583
$2K ﹤0.01%
+97
584
$2K ﹤0.01%
+35
585
$2K ﹤0.01%
+69
586
$2K ﹤0.01%
+24
587
$2K ﹤0.01%
+56
588
$2K ﹤0.01%
+8
589
$2K ﹤0.01%
+93
590
$2K ﹤0.01%
+28
591
$2K ﹤0.01%
+64
592
$2K ﹤0.01%
+29
593
$2K ﹤0.01%
+71
594
$2K ﹤0.01%
+105
595
$2K ﹤0.01%
+7
596
$2K ﹤0.01%
+57
597
$2K ﹤0.01%
+13
598
$2K ﹤0.01%
+8
599
$2K ﹤0.01%
+100
600
$2K ﹤0.01%
+32
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