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
651
$1K ﹤0.01%
+6
652
$1K ﹤0.01%
+43
653
$1K ﹤0.01%
+10
654
$1K ﹤0.01%
+51
655
$1K ﹤0.01%
+37
656
– –
0
657
$1K ﹤0.01%
+28
658
$1K ﹤0.01%
+18
659
$1K ﹤0.01%
+16
660
$1K ﹤0.01%
+110
661
$1K ﹤0.01%
+81
662
$1K ﹤0.01%
+48
663
$1K ﹤0.01%
+185
664
$1K ﹤0.01%
+60
665
$1K ﹤0.01%
+42
666
$1K ﹤0.01%
+21
667
$1K ﹤0.01%
+25
668
$1K ﹤0.01%
+62
669
$1K ﹤0.01%
+22
670
$1K ﹤0.01%
+2
671
$1K ﹤0.01%
+57
672
$1K ﹤0.01%
+30
673
$1K ﹤0.01%
+7
674
$1K ﹤0.01%
+12
675
$1K ﹤0.01%
+8
25 26
27
28 29