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
201
$23K ﹤0.01%
+513
202
$23K ﹤0.01%
+148
203
$22K ﹤0.01%
+258
204
$21K ﹤0.01%
+105
205
$21K ﹤0.01%
+335
206
$21K ﹤0.01%
+55
207
$21K ﹤0.01%
+228
208
$20K ﹤0.01%
+178
209
$20K ﹤0.01%
+308
210
$20K ﹤0.01%
+772
211
$20K ﹤0.01%
+100
212
$20K ﹤0.01%
+82
213
$20K ﹤0.01%
+590
214
$19K ﹤0.01%
+310
215
$19K ﹤0.01%
+132
216
$19K ﹤0.01%
+253
217
$19K ﹤0.01%
+216
218
$19K ﹤0.01%
+699
219
$18K ﹤0.01%
+310
220
$18K ﹤0.01%
+230
221
$18K ﹤0.01%
+139
222
$18K ﹤0.01%
+294
223
$18K ﹤0.01%
+151
224
$18K ﹤0.01%
+129
225
$18K ﹤0.01%
+101
7 8
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