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
701
$1K ﹤0.01%
+8
702
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+20
703
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+1
704
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+83
705
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+43
706
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+389
707
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+22
708
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+18
709
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+43
710
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+19
711
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+28
712
$1K ﹤0.01%
+30
713
$1K ﹤0.01%
+34
714
$1K ﹤0.01%
+27
715
$1K ﹤0.01%
+47
716
$1K ﹤0.01%
+20
717
$1K ﹤0.01%
+41
718
$1K ﹤0.01%
+8
719
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+3
720
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+16
721
$1K ﹤0.01%
+24
722
$1K ﹤0.01%
+84
723
$1K ﹤0.01%
+15
724
$1K ﹤0.01%
+31
725
$1K ﹤0.01%
+16
27 28
29
30 31