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
51
$373K 0.04%
2,661
-6,915
52
$373K 0.04%
+6,304
53
$358K 0.04%
5,768
-199
54
$340K 0.03%
3,660
-96
55
$328K 0.03%
4,190
-66
56
$326K 0.03%
1,277
-5
57
$319K 0.03%
+4,429
58
$314K 0.03%
11,995
-1,104
59
$313K 0.03%
+4,706
60
$293K 0.03%
+5,744
61
$264K 0.03%
4,735
-628
62
$251K 0.03%
759
63
$245K 0.02%
1,734
64
$212K 0.02%
3,712
65
$210K 0.02%
3,424
-103
66
$208K 0.02%
+682
67
$208K 0.02%
+559
68
$203K 0.02%
+1,098
69
$200K 0.02%
+680
70
$195K 0.02%
+1,050
71
$194K 0.02%
+3,643
72
$194K 0.02%
+1,880
73
$190K 0.02%
+1,515
74
$176K 0.02%
+4,598
75
$174K 0.02%
+3,141
1 2
3
4 5