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
501
$10K ﹤0.01%
+136
502
$10K ﹤0.01%
+1,799
503
$9K ﹤0.01%
+65
504
$9K ﹤0.01%
+150
505
$9K ﹤0.01%
+445
506
$9K ﹤0.01%
465
507
$9K ﹤0.01%
+1,347
508
$9K ﹤0.01%
+123
509
$9K ﹤0.01%
+271
510
$9K ﹤0.01%
+978
511
$9K ﹤0.01%
336
+1
512
$9K ﹤0.01%
85
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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