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
551
$8K ﹤0.01%
+335
552
$8K ﹤0.01%
215
+97
553
$7K ﹤0.01%
+108
554
$7K ﹤0.01%
+134
555
$7K ﹤0.01%
+50
556
$7K ﹤0.01%
+163
557
$7K ﹤0.01%
+421
558
$7K ﹤0.01%
150
559
$7K ﹤0.01%
+115
560
$7K ﹤0.01%
+130
561
$7K ﹤0.01%
+447
562
$7K ﹤0.01%
+124
563
$7K ﹤0.01%
+183
564
$7K ﹤0.01%
+224
565
$7K ﹤0.01%
+472
566
$7K ﹤0.01%
+70
567
$7K ﹤0.01%
+69
568
$7K ﹤0.01%
+310
569
$7K ﹤0.01%
+855
570
$7K ﹤0.01%
+255
571
$7K ﹤0.01%
+106
572
$7K ﹤0.01%
+497
573
$7K ﹤0.01%
+141
574
$7K ﹤0.01%
+131
575
$7K ﹤0.01%
+49
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