Wealthcare Capital Management LLC Portfolio Holdings by Sector

Wealthcare Capital Management LLC

$880 Million
Q1 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IEF USFR STIP VEU FLRN ITOT IEI SCHP 62 stocks	$479,082 54.42% of portfolio	15	44	3	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$392,340 44.57% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,674 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,034 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$998 0.11% of portfolio	-	3	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$964 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$912 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$775 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$644 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts

Discount Stores \| Consumer Defensive COST 1 stocks	$364 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services ARCC 1 stocks	$311 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$299 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$289 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$278 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$205 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology CXM 1 stocks	$174 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials BHIL 1 stocks	$8 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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