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
151
$43K ﹤0.01%
+826
152
$43K ﹤0.01%
+169
153
$42K ﹤0.01%
+353
154
$42K ﹤0.01%
+192
155
$41K ﹤0.01%
+269
156
$41K ﹤0.01%
+635
157
$40K ﹤0.01%
+108
158
$40K ﹤0.01%
+750
159
$39K ﹤0.01%
+228
160
$39K ﹤0.01%
+1,173
161
$39K ﹤0.01%
+346
162
$39K ﹤0.01%
+146
163
$38K ﹤0.01%
+152
164
$38K ﹤0.01%
+504
165
$37K ﹤0.01%
+400
166
$37K ﹤0.01%
+620
167
$37K ﹤0.01%
+104
168
$37K ﹤0.01%
+282
169
$36K ﹤0.01%
+629
170
$35K ﹤0.01%
+297
171
$35K ﹤0.01%
+1,718
172
$34K ﹤0.01%
+664
173
$33K ﹤0.01%
+119
174
$33K ﹤0.01%
+54
175
$33K ﹤0.01%
+837
5 6
7
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