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
776
$3K ﹤0.01%
+44
777
$3K ﹤0.01%
+27
778
$3K ﹤0.01%
+82
779
$3K ﹤0.01%
+89
780
$3K ﹤0.01%
+134
781
$3K ﹤0.01%
+67
782
$3K ﹤0.01%
+117
783
$3K ﹤0.01%
+68
784
$3K ﹤0.01%
+99
785
$3K ﹤0.01%
+66
786
$3K ﹤0.01%
+70
787
$3K ﹤0.01%
+100
788
$3K ﹤0.01%
134
+96
789
$3K ﹤0.01%
+64
790
$3K ﹤0.01%
+26
791
$3K ﹤0.01%
387
792
$3K ﹤0.01%
72
+54
793
$3K ﹤0.01%
+22
794
$3K ﹤0.01%
+115
795
$3K ﹤0.01%
+55
796
$3K ﹤0.01%
+38
797
$2K ﹤0.01%
+50
798
$2K ﹤0.01%
+41
799
$2K ﹤0.01%
13
800
$2K ﹤0.01%
+16
30 31
32
33 34