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
476
$12K ﹤0.01%
+209
477
$12K ﹤0.01%
+269
478
$11K ﹤0.01%
+830
479
$11K ﹤0.01%
+174
480
$11K ﹤0.01%
+200
481
$11K ﹤0.01%
+75
482
$11K ﹤0.01%
+130
483
$11K ﹤0.01%
+140
484
$11K ﹤0.01%
+56
485
$11K ﹤0.01%
388
+320
486
$11K ﹤0.01%
+128
487
$11K ﹤0.01%
214
+185
488
$11K ﹤0.01%
+332
489
$11K ﹤0.01%
+245
490
$11K ﹤0.01%
424
491
$11K ﹤0.01%
+292
492
$11K ﹤0.01%
+275
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
18 19
20
21 22