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
$993M
AUM Growth
-$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$9.04M
2
+$5.72M
3
+$4.52M
4
UTEN icon
US Treasury 10 Year Note ETF
UTEN
+$3.17M
5
PHYS icon
Sprott Physical Gold
PHYS
+$2.98M

Top Sells

1
+$20M
2
+$1.26M
3
+$1.25M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$764K

Sector Composition

1 Financials 1.23%
2 Technology 0.59%
3 Consumer Discretionary 0.22%
4 Communication Services 0.13%
5 Energy 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$603K 0.06%
1,119
-63
52
$579K 0.06%
6,329
-1,653
53
$562K 0.06%
15,930
-199
54
$524K 0.05%
2,769
+313
55
$523K 0.05%
893
-4
56
$512K 0.05%
4,646
57
$497K 0.05%
7,971
-3,123
58
$474K 0.05%
518
59
$468K 0.05%
7,937
-10,165
60
$466K 0.05%
7,155
61
$463K 0.05%
8,174
-760
62
$447K 0.05%
9,650
+95
63
$427K 0.04%
7,427
-11,723
64
$397K 0.04%
1,712
-44
65
$359K 0.04%
9,870
-676
66
$357K 0.04%
19,286
67
$356K 0.04%
7,935
+231
68
$349K 0.04%
6,649
-132
69
$341K 0.03%
8,450
+471
70
$327K 0.03%
3,221
-51
71
$323K 0.03%
759
72
$309K 0.03%
8,921
-1,280
73
$290K 0.03%
1,523
-10
74
$285K 0.03%
7,661
-850
75
$283K 0.03%
1,050
1 2
3
4