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
626
$1K ﹤0.01%
+19
627
$1K ﹤0.01%
200
628
$1K ﹤0.01%
+3
629
$1K ﹤0.01%
+40
630
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+21
631
$1K ﹤0.01%
+13
632
$1K ﹤0.01%
+27
633
$1K ﹤0.01%
+7
634
$1K ﹤0.01%
26
635
$1K ﹤0.01%
+6
636
$1K ﹤0.01%
+7
637
$1K ﹤0.01%
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638
$1K ﹤0.01%
+17
639
$1K ﹤0.01%
+10
640
$1K ﹤0.01%
+80
641
$1K ﹤0.01%
+6
642
$1K ﹤0.01%
+24
643
$1K ﹤0.01%
+31
644
$1K ﹤0.01%
+8
645
$1K ﹤0.01%
+12
646
$1K ﹤0.01%
+10
647
$1K ﹤0.01%
+3
648
$1K ﹤0.01%
+13
649
$1K ﹤0.01%
+28
650
$1K ﹤0.01%
+12
24 25
26
27 28