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
$913M
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$9.12M
3
+$2M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.86M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.37M

Top Sells

1
+$7.22M
2
+$4.38M
3
+$2.83M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.8M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.74M

Sector Composition

1 Technology 0.29%
2 Consumer Discretionary 0.1%
3 Healthcare 0.06%
4 Energy 0.05%
5 Consumer Staples 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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78
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-147,581
79
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-1,995
80
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-1,134
81
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-4,470
82
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-1,050
83
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-167
1 2 3
4