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
$840M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$1.58M
3
+$448K
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$238K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$228K

Top Sells

1
+$11M
2
+$1.57M
3
+$845K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$245K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$142K

Sector Composition

1 Technology 0.19%
2 Financials 0.11%
3 Healthcare 0.11%
4 Energy 0.08%
5 Communication Services 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$224K 0.03%
2,420
+560
52
$216K 0.03%
759
53
$211K 0.03%
1,549
+53
54
$205K 0.02%
7,503
55
$202K 0.02%
4,508
56
$198K 0.02%
11,802
57
$196K 0.02%
1,510
58
$196K 0.02%
3,878
-2,178
59
$192K 0.02%
512
-44
60
$191K 0.02%
4,146
+21
61
$176K 0.02%
1,113
+559
62
$170K 0.02%
2,028
+3
63
$167K 0.02%
1,148
+179
64
$161K 0.02%
5,467
+723
65
$159K 0.02%
1,683
+43
66
$155K 0.02%
1,050
67
$152K 0.02%
2,656
+18
68
$151K 0.02%
2,123
+33
69
$151K 0.02%
2,713
-91
70
$146K 0.02%
1,717
+122
71
$138K 0.02%
6,014
+6
72
$123K 0.01%
574
73
$122K 0.01%
1,474
+70
74
$117K 0.01%
5,000
75
$115K 0.01%
2,309
+30
1 2
3
4 5