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
$996M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$10.2M
3
+$914K
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$485K
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$375K

Top Sells

1
+$19.7M
2
+$2.27M
3
+$1.78M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.03M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$642K

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%
+6
577
$2K ﹤0.01%
+30
578
$2K ﹤0.01%
+44
579
$2K ﹤0.01%
+151
580
$2K ﹤0.01%
+34
581
$2K ﹤0.01%
+7
582
$2K ﹤0.01%
+33
583
$2K ﹤0.01%
+65
584
$2K ﹤0.01%
+85
585
$2K ﹤0.01%
+187
586
$2K ﹤0.01%
+2,419
587
$2K ﹤0.01%
+23
588
$2K ﹤0.01%
+40
589
$2K ﹤0.01%
+7
590
$2K ﹤0.01%
+80
591
$2K ﹤0.01%
+773
592
$2K ﹤0.01%
+621
593
$2K ﹤0.01%
+82
594
$2K ﹤0.01%
+63
595
$2K ﹤0.01%
+80
596
$2K ﹤0.01%
+12
597
$2K ﹤0.01%
+81
598
$2K ﹤0.01%
+187
599
$2K ﹤0.01%
+84
600
$2K ﹤0.01%
+38
22 23
24
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