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
801
$2K ﹤0.01%
+17
802
$2K ﹤0.01%
+174
803
$2K ﹤0.01%
+29
804
$2K ﹤0.01%
+31
805
$2K ﹤0.01%
+25
806
$2K ﹤0.01%
+8
807
$2K ﹤0.01%
110
808
$2K ﹤0.01%
+93
809
$2K ﹤0.01%
+48
810
$2K ﹤0.01%
+27
811
$2K ﹤0.01%
+13
812
$2K ﹤0.01%
+56
813
$2K ﹤0.01%
+45
814
$2K ﹤0.01%
+43
815
$2K ﹤0.01%
+93
816
$2K ﹤0.01%
+34
817
$2K ﹤0.01%
115
818
$2K ﹤0.01%
+41
819
$2K ﹤0.01%
200
820
$2K ﹤0.01%
+16
821
$2K ﹤0.01%
+55
822
$2K ﹤0.01%
+51
823
$2K ﹤0.01%
+13
824
$2K ﹤0.01%
500
825
$2K ﹤0.01%
+62
31 32
33
34 35