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
301
$38K ﹤0.01%
+550
302
$38K ﹤0.01%
878
+72
303
$38K ﹤0.01%
+419
304
$38K ﹤0.01%
+2,610
305
$37K ﹤0.01%
+2,216
306
$37K ﹤0.01%
+921
307
$37K ﹤0.01%
+2,215
308
$37K ﹤0.01%
+3,000
309
$37K ﹤0.01%
+545
310
$37K ﹤0.01%
420
+282
311
$36K ﹤0.01%
+678
312
$36K ﹤0.01%
+1,076
313
$36K ﹤0.01%
+2,594
314
$36K ﹤0.01%
+805
315
$35K ﹤0.01%
1,900
+1,040
316
$35K ﹤0.01%
309
317
$35K ﹤0.01%
+530
318
$35K ﹤0.01%
261
319
$35K ﹤0.01%
+811
320
$35K ﹤0.01%
+1,236
321
$34K ﹤0.01%
+430
322
$34K ﹤0.01%
+875
323
$34K ﹤0.01%
+1,337
324
$34K ﹤0.01%
+1,270
325
$34K ﹤0.01%
938
+700
11 12
13
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