WCM

Wealthcare Capital Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 16.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
+$22M
2
+$18.7M
3
+$4.97M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.21M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.86M

Top Sells

1
+$499K
2
+$346K
3
+$150K
4
RTI
RTI INTL METALS INC(HLDG CO)
RTI
+$51K
5
AMAT icon
Applied Materials
AMAT
+$28.4K

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