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
251
$50K 0.01%
+3,549
252
$50K 0.01%
+816
253
$50K 0.01%
+1,082
254
$50K 0.01%
+1,148
255
$49K 0.01%
+1,035
256
$49K 0.01%
+670
257
$49K 0.01%
+559
258
$49K 0.01%
+1,429
259
$48K 0.01%
+486
260
$48K 0.01%
+1,360
261
$48K 0.01%
+550
262
$48K 0.01%
+3,280
263
$48K 0.01%
+2,837
264
$48K 0.01%
2,362
+6
265
$47K 0.01%
+595
266
$47K 0.01%
+1,428
267
$46K 0.01%
500
268
$46K 0.01%
+1,326
269
$46K 0.01%
+4,300
270
$45K 0.01%
4,723
+4,523
271
$45K 0.01%
+1,451
272
$45K 0.01%
+2,113
273
$45K 0.01%
+4,675
274
$43K 0.01%
+1,330
275
$43K 0.01%
+1,776
9 10
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