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
676
$4K ﹤0.01%
+230
677
$4K ﹤0.01%
+107
678
$4K ﹤0.01%
+75
679
$4K ﹤0.01%
+36
680
$4K ﹤0.01%
+38
681
$4K ﹤0.01%
+124
682
$4K ﹤0.01%
+85
683
$4K ﹤0.01%
+285
684
$4K ﹤0.01%
+240
685
$4K ﹤0.01%
+125
686
$4K ﹤0.01%
+79
687
$4K ﹤0.01%
+635
688
$4K ﹤0.01%
+222
689
$4K ﹤0.01%
+75
690
$4K ﹤0.01%
+83
691
$4K ﹤0.01%
+255
692
$4K ﹤0.01%
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693
$4K ﹤0.01%
+50
694
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695
$4K ﹤0.01%
+255
696
$4K ﹤0.01%
+30
697
$4K ﹤0.01%
450
698
$4K ﹤0.01%
+124
699
$4K ﹤0.01%
+333
700
$4K ﹤0.01%
+30
26 27
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29 30