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
176
$11K ﹤0.01%
+36
177
$11K ﹤0.01%
292
178
$11K ﹤0.01%
+224
179
$11K ﹤0.01%
+291
180
$11K ﹤0.01%
+290
181
$11K ﹤0.01%
+96
182
$11K ﹤0.01%
+83
183
$11K ﹤0.01%
+33
184
$11K ﹤0.01%
+59
185
$10K ﹤0.01%
+320
186
$10K ﹤0.01%
+33
187
$10K ﹤0.01%
+59
188
$10K ﹤0.01%
273
189
$10K ﹤0.01%
+172
190
$10K ﹤0.01%
+88
191
$10K ﹤0.01%
+193
192
$10K ﹤0.01%
263
193
$9K ﹤0.01%
+104
194
$9K ﹤0.01%
+45
195
$9K ﹤0.01%
+38
196
$9K ﹤0.01%
327
197
$9K ﹤0.01%
+50
198
$9K ﹤0.01%
+41
199
$9K ﹤0.01%
163
+140
200
$9K ﹤0.01%
332
+83
6 7
8
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