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
701
$1K ﹤0.01%
+10
702
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+389
703
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+22
704
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+18
705
$1K ﹤0.01%
+43
706
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+19
707
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+28
708
$1K ﹤0.01%
+30
709
$1K ﹤0.01%
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710
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+27
711
$1K ﹤0.01%
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712
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+41
713
$1K ﹤0.01%
+8
714
$1K ﹤0.01%
+3
715
$1K ﹤0.01%
+16
716
$1K ﹤0.01%
+24
717
$1K ﹤0.01%
+84
718
$1K ﹤0.01%
+15
719
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+31
720
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+16
721
$1K ﹤0.01%
+10
722
$1K ﹤0.01%
+19
723
$1K ﹤0.01%
+17
724
$1K ﹤0.01%
+43
725
$1K ﹤0.01%
+5
27 28
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