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