WCM

Wealthcare Capital Management Portfolio holdings

AUM $946M
1-Year Est. Return 10.81%
This Quarter Est. Return
1 Year Est. Return
+10.81%
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
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
26
$937K 0.11%
30,810
+5,755
27
$870K 0.1%
+30,600
28
$870K 0.1%
8,284
+7,350
29
$843K 0.1%
33,228
30
$802K 0.1%
16,485
+5,437
31
$795K 0.09%
15,901
+14,473
32
$757K 0.09%
15,571
+11,345
33
$732K 0.09%
16,246
34
$712K 0.08%
+17,174
35
$695K 0.08%
+13,742
36
$692K 0.08%
+32,696
37
$686K 0.08%
6,158
+4,624
38
$669K 0.08%
+49,913
39
$659K 0.08%
+17,748
40
$642K 0.08%
+6,884
41
$638K 0.08%
+13,694
42
$633K 0.08%
6,259
+2,138
43
$600K 0.07%
+6,343
44
$590K 0.07%
10,751
+10,586
45
$587K 0.07%
10,816
+10,192
46
$558K 0.07%
7,879
+6,253
47
$558K 0.07%
+6,890
48
$546K 0.06%
11,036
+3,893
49
$522K 0.06%
+19,462
50
$478K 0.06%
+51,265
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