WCM

Wealthcare Capital Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 16.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$841M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$18.7M
3
+$4.97M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.21M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.86M

Top Sells

1
+$499K
2
+$346K
3
+$150K
4
RTI
RTI INTL METALS INC(HLDG CO)
RTI
+$51K
5
AMAT icon
Applied Materials
AMAT
+$28.4K

Sector Composition

1 Healthcare 0.54%
2 Technology 0.48%
3 Consumer Staples 0.45%
4 Industrials 0.45%
5 Financials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$57K 0.01%
+2,170
227
$56K 0.01%
+1,408
228
$56K 0.01%
+325
229
$56K 0.01%
+2,925
230
$56K 0.01%
+695
231
$56K 0.01%
+1,490
232
$56K 0.01%
856
+844
233
$56K 0.01%
+370
234
$55K 0.01%
+1,965
235
$55K 0.01%
+860
236
$55K 0.01%
+2,511
237
$55K 0.01%
+3,117
238
$55K 0.01%
+638
239
$53K 0.01%
+832
240
$53K 0.01%
+2,810
241
$53K 0.01%
+675
242
$53K 0.01%
+674
243
$53K 0.01%
+929
244
$53K 0.01%
+571
245
$52K 0.01%
+122
246
$52K 0.01%
1,088
+588
247
$52K 0.01%
500
248
$50K 0.01%
641
+37
249
$50K 0.01%
+446
250
$50K 0.01%
+350
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