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
726
$1K ﹤0.01%
+10
727
$1K ﹤0.01%
+19
728
$1K ﹤0.01%
+17
729
$1K ﹤0.01%
+43
730
$1K ﹤0.01%
+5
731
$1K ﹤0.01%
+10
732
$1K ﹤0.01%
+22
733
$1K ﹤0.01%
+24
734
$1K ﹤0.01%
+71
735
$1K ﹤0.01%
+23
736
$1K ﹤0.01%
+2
737
$1K ﹤0.01%
+82
738
$1K ﹤0.01%
+29
739
$1K ﹤0.01%
+39
740
$1K ﹤0.01%
+32
741
$1K ﹤0.01%
+112
742
$1K ﹤0.01%
+270
743
$1K ﹤0.01%
+7
744
$1K ﹤0.01%
+209
745
$1K ﹤0.01%
+253
746
$1K ﹤0.01%
+84
747
$1K ﹤0.01%
+15
748
$1K ﹤0.01%
+21
749
$0 ﹤0.01%
+13
750
$0 ﹤0.01%
+15
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