WCM

Wealthcare Capital Management Portfolio holdings

AUM $946M
1-Year Est. Return 10.81%
This Quarter Est. Return
1 Year Est. Return
+10.81%
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
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
51
$477K 0.06%
11,731
+11,245
52
$433K 0.05%
4,462
+4,142
53
$423K 0.05%
13,533
+13,136
54
$420K 0.05%
8,349
-10,041
55
$415K 0.05%
+10,939
56
$414K 0.05%
3,431
+50
57
$413K 0.05%
2,035
+47
58
$408K 0.05%
9,512
+1,568
59
$407K 0.05%
49,206
60
$404K 0.05%
+12,873
61
$401K 0.05%
8,916
+4,119
62
$393K 0.05%
3,907
+3,549
63
$389K 0.05%
+10,050
64
$389K 0.05%
4,326
65
$380K 0.05%
1,371
+1,193
66
$378K 0.05%
3,822
+1,612
67
$375K 0.04%
+7,100
68
$371K 0.04%
3,881
+2,869
69
$364K 0.04%
+2,603
70
$364K 0.04%
+13,826
71
$352K 0.04%
5,373
72
$350K 0.04%
14,204
+12,922
73
$342K 0.04%
2,953
+206
74
$323K 0.04%
4,932
75
$315K 0.04%
8,361
+8,194
1 2
3
4 5