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
826
$2K ﹤0.01%
+100
827
$2K ﹤0.01%
+12
828
$2K ﹤0.01%
+325
829
$2K ﹤0.01%
+72
830
$2K ﹤0.01%
+35
831
$2K ﹤0.01%
+37
832
$2K ﹤0.01%
+40
833
$2K ﹤0.01%
+14
834
$2K ﹤0.01%
+21
835
$2K ﹤0.01%
+60
836
$2K ﹤0.01%
+14
837
$2K ﹤0.01%
+27
838
$2K ﹤0.01%
+54
839
$2K ﹤0.01%
+40
840
$2K ﹤0.01%
+49
841
$2K ﹤0.01%
+50
842
$2K ﹤0.01%
+64
843
$2K ﹤0.01%
+20
844
$2K ﹤0.01%
+9
845
$2K ﹤0.01%
+18
846
$2K ﹤0.01%
+22
847
$2K ﹤0.01%
+32
848
$1K ﹤0.01%
+8
849
$1K ﹤0.01%
+16
850
$1K ﹤0.01%
+38
32 33
34
35 36