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
601
$6K ﹤0.01%
+397
602
$6K ﹤0.01%
+715
603
$6K ﹤0.01%
+141
604
$6K ﹤0.01%
+32
605
$6K ﹤0.01%
+115
606
$6K ﹤0.01%
54
+30
607
$6K ﹤0.01%
+265
608
$6K ﹤0.01%
+111
609
$6K ﹤0.01%
+127
610
$6K ﹤0.01%
+100
611
$6K ﹤0.01%
+2
612
$6K ﹤0.01%
+196
613
$6K ﹤0.01%
+153
614
$6K ﹤0.01%
+55
615
$6K ﹤0.01%
+238
616
$6K ﹤0.01%
+154
617
$6K ﹤0.01%
+235
618
$6K ﹤0.01%
+37
619
$6K ﹤0.01%
+155
620
$5K ﹤0.01%
+174
621
$5K ﹤0.01%
170
622
$5K ﹤0.01%
+605
623
$5K ﹤0.01%
+68
624
$5K ﹤0.01%
+369
625
$5K ﹤0.01%
+77
23 24
25
26 27