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
401
$20K ﹤0.01%
+460
402
$20K ﹤0.01%
170
+154
403
$20K ﹤0.01%
+124
404
$20K ﹤0.01%
+3,015
405
$20K ﹤0.01%
175
+129
406
$19K ﹤0.01%
+246
407
$19K ﹤0.01%
+27
408
$19K ﹤0.01%
+185
409
$19K ﹤0.01%
+886
410
$19K ﹤0.01%
+192
411
$19K ﹤0.01%
+440
412
$19K ﹤0.01%
339
+283
413
$19K ﹤0.01%
+578
414
$19K ﹤0.01%
331
+306
415
$19K ﹤0.01%
+76
416
$18K ﹤0.01%
+624
417
$18K ﹤0.01%
+525
418
$18K ﹤0.01%
+267
419
$18K ﹤0.01%
+780
420
$18K ﹤0.01%
+429
421
$18K ﹤0.01%
+746
422
$18K ﹤0.01%
+174
423
$18K ﹤0.01%
283
+149
424
$18K ﹤0.01%
+632
425
$18K ﹤0.01%
+200
15 16
17
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