WCM

Wealthcare Capital Management Portfolio holdings

AUM $946M
1-Year Est. Return 10.81%
This Quarter Est. Return
1 Year Est. Return
+10.81%
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
+$22.1M
2
+$18.8M
3
+$5.03M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.21M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.82M

Top Sells

1
+$505K
2
+$348K
3
+$151K
4
RTI
RTI INTL METALS INC(HLDG CO)
RTI
+$51K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$23.3K

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
276
$43K 0.01%
+1,280
277
$43K 0.01%
+265
278
$43K 0.01%
+2,004
279
$43K 0.01%
+947
280
$42K 0.01%
+1,550
281
$42K 0.01%
934
+916
282
$42K 0.01%
+542
283
$42K 0.01%
+1,869
284
$42K 0.01%
+2,414
285
$41K ﹤0.01%
+1,106
286
$41K ﹤0.01%
+1,715
287
$41K ﹤0.01%
+627
288
$41K ﹤0.01%
+2,270
289
$41K ﹤0.01%
+1,065
290
$40K ﹤0.01%
+731
291
$40K ﹤0.01%
+2,291
292
$40K ﹤0.01%
+334
293
$40K ﹤0.01%
+3,675
294
$40K ﹤0.01%
+720
295
$40K ﹤0.01%
+1,860
296
$39K ﹤0.01%
+2,167
297
$39K ﹤0.01%
+107
298
$39K ﹤0.01%
674
+664
299
$38K ﹤0.01%
+372
300
$38K ﹤0.01%
+573
10 11
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