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
601
$2K ﹤0.01%
+120
602
$2K ﹤0.01%
+13
603
$2K ﹤0.01%
+188
604
$2K ﹤0.01%
+12
605
$2K ﹤0.01%
+97
606
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+35
607
$2K ﹤0.01%
+69
608
$2K ﹤0.01%
+24
609
$2K ﹤0.01%
+56
610
$2K ﹤0.01%
+8
611
$2K ﹤0.01%
+93
612
$2K ﹤0.01%
+28
613
$2K ﹤0.01%
+64
614
$2K ﹤0.01%
+29
615
$2K ﹤0.01%
+71
616
$2K ﹤0.01%
+105
617
$2K ﹤0.01%
+7
618
$2K ﹤0.01%
+57
619
$2K ﹤0.01%
+13
620
$2K ﹤0.01%
+8
621
$2K ﹤0.01%
+100
622
$2K ﹤0.01%
+32
623
$2K ﹤0.01%
+28
624
$2K ﹤0.01%
+6
625
$2K ﹤0.01%
+5
23 24
25
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