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
726
$4K ﹤0.01%
+820
727
$3K ﹤0.01%
+47
728
$3K ﹤0.01%
+515
729
$3K ﹤0.01%
+141
730
$3K ﹤0.01%
+129
731
$3K ﹤0.01%
+34
732
$3K ﹤0.01%
+175
733
$3K ﹤0.01%
+21
734
$3K ﹤0.01%
+133
735
$3K ﹤0.01%
+71
736
$3K ﹤0.01%
+50
737
$3K ﹤0.01%
+44
738
$3K ﹤0.01%
+43
739
$3K ﹤0.01%
+31
740
$3K ﹤0.01%
+125
741
$3K ﹤0.01%
+36
742
$3K ﹤0.01%
+86
743
$3K ﹤0.01%
+85
744
$3K ﹤0.01%
+54
745
$3K ﹤0.01%
+51
746
$3K ﹤0.01%
+100
747
$3K ﹤0.01%
+87
748
$3K ﹤0.01%
+76
749
$3K ﹤0.01%
+124
750
$3K ﹤0.01%
+38
28 29
30
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