WCM

Wealthcare Capital Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 16.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
+$22M
2
+$18.7M
3
+$4.97M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.21M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.86M

Top Sells

1
+$499K
2
+$346K
3
+$150K
4
RTI
RTI INTL METALS INC(HLDG CO)
RTI
+$51K
5
AMAT icon
Applied Materials
AMAT
+$28.4K

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
451
$15K ﹤0.01%
+142
452
$15K ﹤0.01%
+77
453
$14K ﹤0.01%
125
+19
454
$14K ﹤0.01%
+10
455
$14K ﹤0.01%
279
+278
456
$14K ﹤0.01%
+170
457
$14K ﹤0.01%
+560
458
$14K ﹤0.01%
+477
459
$14K ﹤0.01%
+460
460
$14K ﹤0.01%
+233
461
$13K ﹤0.01%
185
462
$13K ﹤0.01%
+297
463
$13K ﹤0.01%
+85
464
$13K ﹤0.01%
+136
465
$13K ﹤0.01%
+248
466
$13K ﹤0.01%
305
+255
467
$13K ﹤0.01%
920
468
$12K ﹤0.01%
+300
469
$12K ﹤0.01%
+568
470
$12K ﹤0.01%
154
+20
471
$12K ﹤0.01%
+70
472
$12K ﹤0.01%
+125
473
$12K ﹤0.01%
+198
474
$12K ﹤0.01%
+424
475
$12K ﹤0.01%
+397
17 18
19
20 21