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
751
$3K ﹤0.01%
+100
752
$3K ﹤0.01%
+104
753
$3K ﹤0.01%
+114
754
$3K ﹤0.01%
+68
755
$3K ﹤0.01%
+76
756
$3K ﹤0.01%
+20
757
$3K ﹤0.01%
+57
758
$3K ﹤0.01%
+160
759
$3K ﹤0.01%
+34
760
$3K ﹤0.01%
+45
761
$3K ﹤0.01%
+115
762
$3K ﹤0.01%
+144
763
$3K ﹤0.01%
+168
764
$3K ﹤0.01%
+42
765
$3K ﹤0.01%
+5,920
766
$3K ﹤0.01%
+191
767
$3K ﹤0.01%
+56
768
$3K ﹤0.01%
+46
769
$3K ﹤0.01%
+57
770
$3K ﹤0.01%
+460
771
$3K ﹤0.01%
+124
772
$3K ﹤0.01%
+21
773
$3K ﹤0.01%
+114
774
$3K ﹤0.01%
+56
775
$3K ﹤0.01%
+54
29 30
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