WCM

Wealthcare Capital Management Portfolio holdings

AUM $985M
1-Year Est. Return 11.41%
This Quarter Est. Return
1 Year Est. Return
+11.41%
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
State Street 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
326
$33K ﹤0.01%
387
+173
327
$33K ﹤0.01%
+3,699
328
$33K ﹤0.01%
409
+80
329
$33K ﹤0.01%
+1,471
330
$32K ﹤0.01%
627
+577
331
$32K ﹤0.01%
+1,897
332
$32K ﹤0.01%
+657
333
$32K ﹤0.01%
723
+423
334
$32K ﹤0.01%
+497
335
$32K ﹤0.01%
+1,200
336
$31K ﹤0.01%
+414
337
$31K ﹤0.01%
+225
338
$31K ﹤0.01%
1,288
+1,264
339
$31K ﹤0.01%
+442
340
$31K ﹤0.01%
324
341
$31K ﹤0.01%
242
342
$31K ﹤0.01%
+516
343
$31K ﹤0.01%
+429
344
$30K ﹤0.01%
+127
345
$29K ﹤0.01%
+487
346
$29K ﹤0.01%
+1,564
347
$29K ﹤0.01%
+374
348
$29K ﹤0.01%
+601
349
$28K ﹤0.01%
+236
350
$28K ﹤0.01%
+322
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