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
126
$35K ﹤0.01%
997
-2,063
127
$34K ﹤0.01%
155
+20
128
$33K ﹤0.01%
517
+167
129
$33K ﹤0.01%
353
+91
130
$32K ﹤0.01%
138
+28
131
$32K ﹤0.01%
5,480
+1,680
132
$31K ﹤0.01%
810
+60
133
$29K ﹤0.01%
145
+20
134
$29K ﹤0.01%
205
+95
135
$29K ﹤0.01%
+537
136
$28K ﹤0.01%
146
+21
137
$27K ﹤0.01%
180
+45
138
$27K ﹤0.01%
+109
139
$27K ﹤0.01%
515
140
$26K ﹤0.01%
+200
141
$26K ﹤0.01%
344
+54
142
$25K ﹤0.01%
555
+331
143
$25K ﹤0.01%
4,218
+80
144
$24K ﹤0.01%
498
+64
145
$24K ﹤0.01%
500
146
$24K ﹤0.01%
+129
147
$23K ﹤0.01%
228
148
$23K ﹤0.01%
355
149
$22K ﹤0.01%
151
+37
150
$22K ﹤0.01%
1,309
+14
4 5
6
7 8