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
701
$4K ﹤0.01%
+2
702
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+287
703
$4K ﹤0.01%
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704
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+34
705
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706
$4K ﹤0.01%
+125
707
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+255
708
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709
$4K ﹤0.01%
+82
710
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711
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+125
712
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713
$4K ﹤0.01%
+150
714
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+150
715
$4K ﹤0.01%
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716
$4K ﹤0.01%
+85
717
$4K ﹤0.01%
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718
$4K ﹤0.01%
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719
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720
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+540
721
$4K ﹤0.01%
+81
722
$4K ﹤0.01%
+144
723
$4K ﹤0.01%
+456
724
$4K ﹤0.01%
90
+80
725
$4K ﹤0.01%
+124
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