WCM

Wealthcare Capital Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 16.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$553M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$248M
3
+$35.2M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$4.98M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$2.34M

Top Sells

No sells this quarter

Sector Composition

1 Energy 0.12%
2 Materials 0.09%
3 Consumer Discretionary 0.08%
4 Industrials 0.06%
5 Communication Services 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12K ﹤0.01%
+415
77
$12K ﹤0.01%
+450
78
$11K ﹤0.01%
+200
79
$10K ﹤0.01%
+300
80
$10K ﹤0.01%
+85
81
$9K ﹤0.01%
+210
82
$9K ﹤0.01%
+115
83
$9K ﹤0.01%
+424
84
$8K ﹤0.01%
+228
85
$8K ﹤0.01%
+335
86
$8K ﹤0.01%
+106
87
$8K ﹤0.01%
+238
88
$8K ﹤0.01%
+138
89
$7K ﹤0.01%
+47
90
$7K ﹤0.01%
+211
91
$6K ﹤0.01%
+900
92
$5K ﹤0.01%
+100
93
$5K ﹤0.01%
+465
94
$5K ﹤0.01%
+67
95
$4K ﹤0.01%
+252
96
$4K ﹤0.01%
+170
97
$4K ﹤0.01%
+130
98
$4K ﹤0.01%
+36
99
$4K ﹤0.01%
+68
100
$3K ﹤0.01%
+48
2 3
4
5 6