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
101
$63K 0.01%
1,151
+120
102
$61K 0.01%
600
103
$58K 0.01%
982
+152
104
$55K 0.01%
437
105
$53K 0.01%
612
106
$53K 0.01%
+1,849
107
$52K 0.01%
872
+328
108
$50K 0.01%
168
+67
109
$49K 0.01%
488
+88
110
$49K 0.01%
165
+70
111
$48K 0.01%
333
+133
112
$46K 0.01%
1,358
+71
113
$46K 0.01%
488
114
$43K 0.01%
640
+480
115
$42K 0.01%
1,127
+428
116
$42K 0.01%
339
+189
117
$41K ﹤0.01%
302
118
$41K ﹤0.01%
635
119
$40K ﹤0.01%
443
+27
120
$39K ﹤0.01%
920
121
$39K ﹤0.01%
438
-35
122
$39K ﹤0.01%
463
123
$39K ﹤0.01%
329
124
$37K ﹤0.01%
121
+21
125
$37K ﹤0.01%
94
+19
3 4
5
6 7