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
576
$7K ﹤0.01%
+354
577
$7K ﹤0.01%
+15
578
$7K ﹤0.01%
+153
579
$7K ﹤0.01%
62
+47
580
$7K ﹤0.01%
+159
581
$7K ﹤0.01%
+79
582
$6K ﹤0.01%
+90
583
$6K ﹤0.01%
+167
584
$6K ﹤0.01%
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585
$6K ﹤0.01%
+150
586
$6K ﹤0.01%
+245
587
$6K ﹤0.01%
+100
588
$6K ﹤0.01%
+250
589
$6K ﹤0.01%
+222
590
$6K ﹤0.01%
+179
591
$6K ﹤0.01%
+200
592
$6K ﹤0.01%
+155
593
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594
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595
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+156
596
$6K ﹤0.01%
100
597
$6K ﹤0.01%
+112
598
$6K ﹤0.01%
+183
599
$6K ﹤0.01%
+86
600
$6K ﹤0.01%
+238
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