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
626
$2K ﹤0.01%
+621
627
$2K ﹤0.01%
+82
628
$2K ﹤0.01%
+63
629
$2K ﹤0.01%
+80
630
$2K ﹤0.01%
+12
631
$2K ﹤0.01%
+81
632
$2K ﹤0.01%
+187
633
$2K ﹤0.01%
+84
634
$2K ﹤0.01%
+37
635
$2K ﹤0.01%
+38
636
$2K ﹤0.01%
+120
637
$2K ﹤0.01%
+13
638
$2K ﹤0.01%
+188
639
$1K ﹤0.01%
+20
640
$1K ﹤0.01%
+23
641
$1K ﹤0.01%
+15
642
$1K ﹤0.01%
+12
643
$1K ﹤0.01%
+47
644
$1K ﹤0.01%
+63
645
$1K ﹤0.01%
+29
646
$1K ﹤0.01%
+4
647
$1K ﹤0.01%
+268
648
$1K ﹤0.01%
+7
649
$1K ﹤0.01%
+45
650
$1K ﹤0.01%
+7
24 25
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