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
451
$15K ﹤0.01%
+306
452
$15K ﹤0.01%
+195
453
$14K ﹤0.01%
279
+278
454
$14K ﹤0.01%
+170
455
$14K ﹤0.01%
+560
456
$14K ﹤0.01%
+477
457
$14K ﹤0.01%
+460
458
$14K ﹤0.01%
+233
459
$14K ﹤0.01%
125
+19
460
$14K ﹤0.01%
+10
461
$13K ﹤0.01%
+248
462
$13K ﹤0.01%
305
+255
463
$13K ﹤0.01%
920
464
$13K ﹤0.01%
185
465
$13K ﹤0.01%
+297
466
$13K ﹤0.01%
+85
467
$13K ﹤0.01%
+136
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
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