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
$743M
AUM Growth
-$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$37.7M
3
+$19.2M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$643K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$570K

Top Sells

1
+$71.3M
2
+$31.9M
3
+$5.63M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.97M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.23M

Sector Composition

1 Technology 0.14%
2 Financials 0.05%
3 Consumer Staples 0.05%
4 Communication Services 0.05%
5 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3K ﹤0.01%
26
-14
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6
-7
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59
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37
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$3K ﹤0.01%
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$3K ﹤0.01%
74
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$3K ﹤0.01%
100
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+41
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65
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49
-389
219
$3K ﹤0.01%
+130
220
$3K ﹤0.01%
62
-10
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$3K ﹤0.01%
24
-35
222
$3K ﹤0.01%
27
-29
223
$3K ﹤0.01%
93
-24
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$3K ﹤0.01%
100
-207
225
$3K ﹤0.01%
25
-9
7 8
9
10 11