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
176
$33K ﹤0.01%
+525
177
$33K ﹤0.01%
+173
178
$33K ﹤0.01%
+1,610
179
$33K ﹤0.01%
+151
180
$33K ﹤0.01%
+830
181
$32K ﹤0.01%
+2,716
182
$31K ﹤0.01%
+660
183
$31K ﹤0.01%
+146
184
$30K ﹤0.01%
+161
185
$30K ﹤0.01%
+770
186
$30K ﹤0.01%
+779
187
$29K ﹤0.01%
+399
188
$29K ﹤0.01%
+141
189
$29K ﹤0.01%
+802
190
$27K ﹤0.01%
+258
191
$26K ﹤0.01%
+4,648
192
$26K ﹤0.01%
+194
193
$26K ﹤0.01%
+500
194
$25K ﹤0.01%
+102
195
$25K ﹤0.01%
+114
196
$25K ﹤0.01%
+227
197
$25K ﹤0.01%
+147
198
$25K ﹤0.01%
+1,403
199
$24K ﹤0.01%
+108
200
$23K ﹤0.01%
+31
6 7
8
9 10