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
676
$1K ﹤0.01%
+11
677
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+41
678
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+24
679
$1K ﹤0.01%
+6
680
$1K ﹤0.01%
+281
681
$1K ﹤0.01%
+37
682
$1K ﹤0.01%
+47
683
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+9
684
$1K ﹤0.01%
+34
685
$1K ﹤0.01%
+117
686
$1K ﹤0.01%
+34
687
$1K ﹤0.01%
+40
688
$1K ﹤0.01%
+6
689
$1K ﹤0.01%
+8
690
$1K ﹤0.01%
+4
691
$1K ﹤0.01%
+151
692
$1K ﹤0.01%
+16
693
$1K ﹤0.01%
+10
694
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695
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+8
696
$1K ﹤0.01%
+20
697
$1K ﹤0.01%
+1
698
$1K ﹤0.01%
+83
699
$1K ﹤0.01%
+43
700
$1K ﹤0.01%
+10
26 27
28
29 30