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
651
$5K ﹤0.01%
+166
652
$5K ﹤0.01%
+80
653
$5K ﹤0.01%
+131
654
$5K ﹤0.01%
116
+50
655
$5K ﹤0.01%
+255
656
$5K ﹤0.01%
+44
657
$5K ﹤0.01%
+1,000
658
$5K ﹤0.01%
+139
659
$5K ﹤0.01%
201
+156
660
$5K ﹤0.01%
+47
661
$5K ﹤0.01%
+85
662
$5K ﹤0.01%
+139
663
$5K ﹤0.01%
+170
664
$5K ﹤0.01%
+364
665
$5K ﹤0.01%
+74
666
$4K ﹤0.01%
+68
667
$4K ﹤0.01%
+147
668
$4K ﹤0.01%
+73
669
$4K ﹤0.01%
+420
670
$4K ﹤0.01%
+60
671
$4K ﹤0.01%
+25
672
$4K ﹤0.01%
+85
673
$4K ﹤0.01%
+30
674
$4K ﹤0.01%
+15
675
$4K ﹤0.01%
+73
25 26
27
28 29