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
$996M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$10.1M
3
+$910K
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$493K
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$373K

Top Sells

1
+$20.1M
2
+$2.26M
3
+$1.76M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$969K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$655K

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
76
$171K 0.02%
+359
77
$166K 0.02%
+1,871
78
$166K 0.02%
+7,620
79
$166K 0.02%
+1,231
80
$165K 0.02%
+7,205
81
$155K 0.02%
+969
82
$155K 0.02%
+940
83
$155K 0.02%
+2,693
84
$149K 0.02%
+377
85
$147K 0.01%
+685
86
$140K 0.01%
+465
87
$138K 0.01%
+1,631
88
$137K 0.01%
+2,999
89
$134K 0.01%
+1,300
90
$130K 0.01%
+2,015
91
$127K 0.01%
+2,178
92
$126K 0.01%
+828
93
$124K 0.01%
+1,628
94
$123K 0.01%
+1,627
95
$108K 0.01%
+8,120
96
$104K 0.01%
+631
97
$103K 0.01%
+422
98
$103K 0.01%
+758
99
$101K 0.01%
+758
100
$100K 0.01%
+408
2 3
4
5 6