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
501
$10K ﹤0.01%
+136
502
$10K ﹤0.01%
+1,799
503
$9K ﹤0.01%
+1,347
504
$9K ﹤0.01%
+123
505
$9K ﹤0.01%
465
506
$9K ﹤0.01%
+271
507
$9K ﹤0.01%
+978
508
$9K ﹤0.01%
336
+1
509
$9K ﹤0.01%
+65
510
$9K ﹤0.01%
85
511
$9K ﹤0.01%
+150
512
$9K ﹤0.01%
+445
513
$9K ﹤0.01%
+105
514
$9K ﹤0.01%
+54
515
$9K ﹤0.01%
+178
516
$9K ﹤0.01%
+209
517
$9K ﹤0.01%
+149
518
$9K ﹤0.01%
+140
519
$9K ﹤0.01%
89
+21
520
$8K ﹤0.01%
+107
521
$8K ﹤0.01%
+240
522
$8K ﹤0.01%
+40
523
$8K ﹤0.01%
+649
524
$8K ﹤0.01%
+352
525
$8K ﹤0.01%
+87
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