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
651
$1K ﹤0.01%
+23
652
$1K ﹤0.01%
+1
653
$1K ﹤0.01%
+12
654
$1K ﹤0.01%
+47
655
$1K ﹤0.01%
+63
656
$1K ﹤0.01%
+29
657
$1K ﹤0.01%
+4
658
$1K ﹤0.01%
+268
659
$1K ﹤0.01%
+7
660
$1K ﹤0.01%
+45
661
$1K ﹤0.01%
+7
662
$1K ﹤0.01%
+8
663
$1K ﹤0.01%
+6
664
$1K ﹤0.01%
+43
665
$1K ﹤0.01%
+10
666
$1K ﹤0.01%
+51
667
$1K ﹤0.01%
+21
668
$1K ﹤0.01%
+25
669
$1K ﹤0.01%
+62
670
$1K ﹤0.01%
+22
671
$1K ﹤0.01%
+2
672
$1K ﹤0.01%
+57
673
$1K ﹤0.01%
+30
674
$1K ﹤0.01%
+7
675
$1K ﹤0.01%
+12
25 26
27
28 29