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
376
$23K ﹤0.01%
+20
377
$23K ﹤0.01%
+149
378
$23K ﹤0.01%
+200
379
$23K ﹤0.01%
438
+238
380
$23K ﹤0.01%
+410
381
$22K ﹤0.01%
+204
382
$22K ﹤0.01%
+422
383
$22K ﹤0.01%
+197
384
$22K ﹤0.01%
+785
385
$22K ﹤0.01%
+542
386
$22K ﹤0.01%
+719
387
$22K ﹤0.01%
+245
388
$22K ﹤0.01%
+407
389
$21K ﹤0.01%
+535
390
$21K ﹤0.01%
+355
391
$21K ﹤0.01%
+964
392
$21K ﹤0.01%
+865
393
$21K ﹤0.01%
+3,500
394
$21K ﹤0.01%
+774
395
$21K ﹤0.01%
240
+40
396
$21K ﹤0.01%
+415
397
$20K ﹤0.01%
333
+133
398
$20K ﹤0.01%
+84
399
$20K ﹤0.01%
296
+287
400
$20K ﹤0.01%
+171
14 15
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