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
$840M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$1.58M
3
+$448K
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$238K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$228K

Top Sells

1
+$11M
2
+$1.57M
3
+$845K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$245K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$142K

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
651
$1K ﹤0.01%
26
652
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+7
653
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+27
654
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+13
655
$1K ﹤0.01%
+21
656
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+40
657
$1K ﹤0.01%
+3
658
$1K ﹤0.01%
200
659
$1K ﹤0.01%
+19
660
$1K ﹤0.01%
+37
661
$1K ﹤0.01%
+5
662
$1K ﹤0.01%
+5
663
$1K ﹤0.01%
125
664
$1K ﹤0.01%
+75
665
$1K ﹤0.01%
+44
666
$1K ﹤0.01%
15
667
$1K ﹤0.01%
+9
668
$1K ﹤0.01%
+30
669
$0 ﹤0.01%
4
670
– –
-54
671
$0 ﹤0.01%
3
672
– –
-1,928
673
$0 ﹤0.01%
3
674
$0 ﹤0.01%
1,200
675
$0 ﹤0.01%
1
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