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
526
$8K ﹤0.01%
+20
527
$8K ﹤0.01%
+295
528
$8K ﹤0.01%
+390
529
$8K ﹤0.01%
+192
530
$8K ﹤0.01%
+139
531
$8K ﹤0.01%
+275
532
$8K ﹤0.01%
335
533
$8K ﹤0.01%
+265
534
$8K ﹤0.01%
+315
535
$8K ﹤0.01%
+350
536
$8K ﹤0.01%
+338
537
$8K ﹤0.01%
+117
538
$8K ﹤0.01%
+206
539
$8K ﹤0.01%
100
540
$8K ﹤0.01%
+171
541
$8K ﹤0.01%
+44
542
$8K ﹤0.01%
+97
543
$8K ﹤0.01%
+201
544
$8K ﹤0.01%
+119
545
$8K ﹤0.01%
+225
546
$8K ﹤0.01%
+98
547
$8K ﹤0.01%
+136
548
$8K ﹤0.01%
+701
549
$8K ﹤0.01%
+300
550
$8K ﹤0.01%
+464
20 21
22
23 24