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
101
$100K 0.01%
+450
102
$98K 0.01%
+1,916
103
$97K 0.01%
+431
104
$96K 0.01%
+271
105
$91K 0.01%
+2,074
106
$90K 0.01%
+275
107
$86K 0.01%
+622
108
$84K 0.01%
+2,309
109
$83K 0.01%
+550
110
$81K 0.01%
+624
111
$79K 0.01%
+374
112
$76K 0.01%
+159
113
$76K 0.01%
+1,342
114
$76K 0.01%
+1,973
115
$76K 0.01%
+312
116
$74K 0.01%
+526
117
$73K 0.01%
+806
118
$72K 0.01%
+563
119
$70K 0.01%
+437
120
$70K 0.01%
+600
121
$69K 0.01%
+1,330
122
$68K 0.01%
+1,160
123
$67K 0.01%
+621
124
$67K 0.01%
+450
125
$66K 0.01%
+1,278
3 4
5
6 7