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
626
$5K ﹤0.01%
+150
627
$5K ﹤0.01%
+472
628
$5K ﹤0.01%
+195
629
$5K ﹤0.01%
+23
630
$5K ﹤0.01%
+160
631
$5K ﹤0.01%
+105
632
$5K ﹤0.01%
+140
633
$5K ﹤0.01%
+90
634
$5K ﹤0.01%
+152
635
$5K ﹤0.01%
+1,070
636
$5K ﹤0.01%
+228
637
$5K ﹤0.01%
+41
638
$5K ﹤0.01%
+811
639
$5K ﹤0.01%
+93
640
$5K ﹤0.01%
+80
641
$5K ﹤0.01%
+122
642
$5K ﹤0.01%
+150
643
$5K ﹤0.01%
+885
644
$5K ﹤0.01%
+42
645
$5K ﹤0.01%
+230
646
$5K ﹤0.01%
+192
647
$5K ﹤0.01%
+200
648
$5K ﹤0.01%
+66
649
$5K ﹤0.01%
+132
650
$5K ﹤0.01%
+117
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