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
$840M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$1.58M
3
+$448K
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$238K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$228K

Top Sells

1
+$11M
2
+$1.57M
3
+$845K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$245K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$142K

Sector Composition

1 Technology 0.19%
2 Financials 0.11%
3 Healthcare 0.11%
4 Energy 0.08%
5 Communication Services 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$113K 0.01%
878
+16
77
$113K 0.01%
685
78
$105K 0.01%
3,031
79
$101K 0.01%
865
-645
80
$93K 0.01%
1,870
+141
81
$91K 0.01%
458
+54
82
$90K 0.01%
+1,309
83
$90K 0.01%
437
+182
84
$89K 0.01%
315
+15
85
$84K 0.01%
4,440
86
$83K 0.01%
1,525
87
$82K 0.01%
1,220
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88
$81K 0.01%
2,510
+1,010
89
$78K 0.01%
2,074
90
$75K 0.01%
660
+36
91
$74K 0.01%
337
+53
92
$73K 0.01%
569
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93
$73K 0.01%
845
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94
$72K 0.01%
1,279
95
$68K 0.01%
498
+102
96
$67K 0.01%
552
+139
97
$67K 0.01%
345
+21
98
$67K 0.01%
1,087
+305
99
$66K 0.01%
472
+242
100
$65K 0.01%
1,395
+52
2 3
4
5 6