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
126
$64K 0.01%
+278
127
$64K 0.01%
+1,188
128
$62K 0.01%
+447
129
$61K 0.01%
+191
130
$59K 0.01%
+805
131
$59K 0.01%
+310
132
$58K 0.01%
+1,504
133
$56K 0.01%
+726
134
$55K 0.01%
+554
135
$52K 0.01%
+115
136
$50K 0.01%
+473
137
$50K 0.01%
+499
138
$49K ﹤0.01%
+3,008
139
$48K ﹤0.01%
+757
140
$47K ﹤0.01%
+600
141
$46K ﹤0.01%
+232
142
$46K ﹤0.01%
+127
143
$46K ﹤0.01%
+283
144
$46K ﹤0.01%
+610
145
$45K ﹤0.01%
+416
146
$45K ﹤0.01%
+338
147
$45K ﹤0.01%
+851
148
$44K ﹤0.01%
+171
149
$44K ﹤0.01%
+794
150
$43K ﹤0.01%
+123
4 5
6
7 8