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
351
$28K ﹤0.01%
870
352
$28K ﹤0.01%
+1,125
353
$28K ﹤0.01%
+625
354
$27K ﹤0.01%
+180
355
$27K ﹤0.01%
+3,747
356
$27K ﹤0.01%
+1,829
357
$26K ﹤0.01%
+225
358
$26K ﹤0.01%
+160
359
$26K ﹤0.01%
+270
360
$26K ﹤0.01%
+1,185
361
$26K ﹤0.01%
312
+245
362
$26K ﹤0.01%
990
363
$25K ﹤0.01%
+685
364
$25K ﹤0.01%
416
365
$25K ﹤0.01%
+407
366
$25K ﹤0.01%
186
+73
367
$25K ﹤0.01%
+177
368
$25K ﹤0.01%
+407
369
$25K ﹤0.01%
+230
370
$25K ﹤0.01%
+396
371
$24K ﹤0.01%
+375
372
$24K ﹤0.01%
+176
373
$24K ﹤0.01%
+343
374
$24K ﹤0.01%
+1,969
375
$23K ﹤0.01%
+2,395
13 14
15
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