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
476
$12K ﹤0.01%
+209
477
$12K ﹤0.01%
+269
478
$11K ﹤0.01%
+75
479
$11K ﹤0.01%
+130
480
$11K ﹤0.01%
+140
481
$11K ﹤0.01%
+56
482
$11K ﹤0.01%
388
+320
483
$11K ﹤0.01%
+128
484
$11K ﹤0.01%
214
+185
485
$11K ﹤0.01%
+332
486
$11K ﹤0.01%
+245
487
$11K ﹤0.01%
+174
488
$11K ﹤0.01%
+200
489
$11K ﹤0.01%
424
490
$11K ﹤0.01%
+292
491
$11K ﹤0.01%
+275
492
$11K ﹤0.01%
+830
493
$11K ﹤0.01%
+101
494
$11K ﹤0.01%
+482
495
$10K ﹤0.01%
+228
496
$10K ﹤0.01%
+106
497
$10K ﹤0.01%
722
+427
498
$10K ﹤0.01%
+206
499
$10K ﹤0.01%
+377
500
$10K ﹤0.01%
186
+185
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