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
151
$19K ﹤0.01%
294
152
$19K ﹤0.01%
476
+116
153
$18K ﹤0.01%
315
+130
154
$18K ﹤0.01%
1,575
155
$17K ﹤0.01%
1,273
+173
156
$17K ﹤0.01%
+299
157
$17K ﹤0.01%
465
158
$17K ﹤0.01%
+307
159
$16K ﹤0.01%
129
+29
160
$15K ﹤0.01%
+312
161
$15K ﹤0.01%
462
+72
162
$15K ﹤0.01%
+157
163
$14K ﹤0.01%
83
+38
164
$14K ﹤0.01%
149
+50
165
$14K ﹤0.01%
189
166
$13K ﹤0.01%
+40
167
$13K ﹤0.01%
+163
168
$13K ﹤0.01%
846
169
$13K ﹤0.01%
141
+41
170
$12K ﹤0.01%
+37
171
$12K ﹤0.01%
302
+167
172
$12K ﹤0.01%
1,000
173
$12K ﹤0.01%
+306
174
$11K ﹤0.01%
+126
175
$11K ﹤0.01%
+45
5 6
7
8 9