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
426
$18K ﹤0.01%
+203
427
$17K ﹤0.01%
+1,100
428
$17K ﹤0.01%
+259
429
$17K ﹤0.01%
+525
430
$17K ﹤0.01%
+390
431
$17K ﹤0.01%
+415
432
$16K ﹤0.01%
+1,057
433
$16K ﹤0.01%
+1,419
434
$16K ﹤0.01%
+345
435
$16K ﹤0.01%
+255
436
$16K ﹤0.01%
+691
437
$16K ﹤0.01%
+301
438
$16K ﹤0.01%
+387
439
$16K ﹤0.01%
+672
440
$16K ﹤0.01%
+287
441
$16K ﹤0.01%
+54
442
$15K ﹤0.01%
160
+154
443
$15K ﹤0.01%
+134
444
$15K ﹤0.01%
151
+142
445
$15K ﹤0.01%
+800
446
$15K ﹤0.01%
+142
447
$15K ﹤0.01%
+77
448
$15K ﹤0.01%
+306
449
$15K ﹤0.01%
+221
450
$15K ﹤0.01%
+779
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