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
626
$2K ﹤0.01%
+43
627
$2K ﹤0.01%
+20
628
$2K ﹤0.01%
+43
629
$2K ﹤0.01%
+27
630
$2K ﹤0.01%
+24
631
$2K ﹤0.01%
+200
632
$2K ﹤0.01%
+93
633
$2K ﹤0.01%
+62
634
$2K ﹤0.01%
+32
635
$2K ﹤0.01%
+178
636
$2K ﹤0.01%
+33
637
$2K ﹤0.01%
+9
638
$2K ﹤0.01%
+42
639
$1K ﹤0.01%
+48
640
$1K ﹤0.01%
+10
641
$1K ﹤0.01%
+37
642
– –
0
643
$1K ﹤0.01%
+28
644
$1K ﹤0.01%
+18
645
$1K ﹤0.01%
+16
646
$1K ﹤0.01%
+110
647
$1K ﹤0.01%
+81
648
$1K ﹤0.01%
+185
649
$1K ﹤0.01%
+60
650
$1K ﹤0.01%
+42
24 25
26
27 28