WCM

Wealthcare Capital Management Portfolio holdings

AUM $1,000M
1-Year Est. Return 13.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$702M
AUM Growth
+$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$2.11M
3
+$1.75M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.4M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$677K

Top Sells

1
+$2.56M
2
+$1.75M
3
+$1.2M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.18M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.13M

Sector Composition

1 Energy 0.11%
2 Financials 0.11%
3 Technology 0.09%
4 Healthcare 0.06%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2K ﹤0.01%
200
177
$2K ﹤0.01%
115
178
$2K ﹤0.01%
145
+5
179
$1K ﹤0.01%
15
180
$1K ﹤0.01%
10
181
$1K ﹤0.01%
100
182
$1K ﹤0.01%
12
183
$1K ﹤0.01%
25
184
$1K ﹤0.01%
23
185
$1K ﹤0.01%
12
186
$1K ﹤0.01%
7
187
$0 ﹤0.01%
4
188
$0 ﹤0.01%
52
189
$0 ﹤0.01%
+13
190
$0 ﹤0.01%
5
191
$0 ﹤0.01%
1
192
$0 ﹤0.01%
+4
193
$0 ﹤0.01%
3
194
$0 ﹤0.01%
35
195
$0 ﹤0.01%
4
196
– –
-388
4 5 6 7
8