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
751
$0 ﹤0.01%
+1
752
$0 ﹤0.01%
+4
753
$0 ﹤0.01%
+21
754
$0 ﹤0.01%
+2
755
$0 ﹤0.01%
+16
756
$0 ﹤0.01%
+4
757
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758
$0 ﹤0.01%
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759
$0 ﹤0.01%
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760
$0 ﹤0.01%
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761
$0 ﹤0.01%
+28
762
$0 ﹤0.01%
+1
763
– –
-21,551
764
$0 ﹤0.01%
+1
765
$0 ﹤0.01%
+3
766
$0 ﹤0.01%
+50
767
$0 ﹤0.01%
+4
768
$0 ﹤0.01%
+1
769
$0 ﹤0.01%
+9
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