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
601
$2K ﹤0.01%
+28
602
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+6
603
$2K ﹤0.01%
+5
604
$2K ﹤0.01%
+43
605
$2K ﹤0.01%
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606
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607
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+27
608
$2K ﹤0.01%
+24
609
$2K ﹤0.01%
+200
610
$2K ﹤0.01%
+93
611
$2K ﹤0.01%
+62
612
$2K ﹤0.01%
+32
613
$2K ﹤0.01%
+178
614
$2K ﹤0.01%
+33
615
$2K ﹤0.01%
+9
616
$2K ﹤0.01%
+42
617
$2K ﹤0.01%
+65
618
$2K ﹤0.01%
+85
619
$2K ﹤0.01%
+187
620
$2K ﹤0.01%
+2,419
621
$2K ﹤0.01%
+23
622
$2K ﹤0.01%
+40
623
$2K ﹤0.01%
+7
624
$2K ﹤0.01%
+80
625
$2K ﹤0.01%
+773
23 24
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