WCM

Wealthcare Capital Management Portfolio holdings

AUM $1,000M
1-Year Est. Return 13.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.65%
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
676
$1K ﹤0.01%
+2
677
$1K ﹤0.01%
+57
678
$1K ﹤0.01%
+30
679
$1K ﹤0.01%
+7
680
$1K ﹤0.01%
+12
681
$1K ﹤0.01%
+8
682
$1K ﹤0.01%
+11
683
$1K ﹤0.01%
+41
684
$1K ﹤0.01%
+24
685
$1K ﹤0.01%
+6
686
$1K ﹤0.01%
+281
687
$1K ﹤0.01%
+37
688
$1K ﹤0.01%
+47
689
$1K ﹤0.01%
+9
690
$1K ﹤0.01%
+34
691
$1K ﹤0.01%
+117
692
$1K ﹤0.01%
+34
693
$1K ﹤0.01%
+40
694
$1K ﹤0.01%
+6
695
$1K ﹤0.01%
+8
696
$1K ﹤0.01%
+4
697
$1K ﹤0.01%
+151
698
$1K ﹤0.01%
+16
699
$1K ﹤0.01%
+10
700
$1K ﹤0.01%
+26
26 27
28
29 30