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
751
$3K ﹤0.01%
+38
752
$3K ﹤0.01%
+100
753
$3K ﹤0.01%
+104
754
$3K ﹤0.01%
+114
755
$3K ﹤0.01%
+68
756
$3K ﹤0.01%
+76
757
$3K ﹤0.01%
+20
758
$3K ﹤0.01%
+57
759
$3K ﹤0.01%
+160
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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