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
851
$1K ﹤0.01%
+10
852
$1K ﹤0.01%
+34
853
$1K ﹤0.01%
+16
854
$1K ﹤0.01%
+8
855
$1K ﹤0.01%
+38
856
$1K ﹤0.01%
+19
857
$1K ﹤0.01%
+38
858
$1K ﹤0.01%
+44
859
$1K ﹤0.01%
+41
860
$1K ﹤0.01%
+18
861
$1K ﹤0.01%
+27
862
$1K ﹤0.01%
5
863
$1K ﹤0.01%
+15
864
$1K ﹤0.01%
+38
865
$1K ﹤0.01%
+8
866
$1K ﹤0.01%
+54
867
$1K ﹤0.01%
+56
868
$1K ﹤0.01%
+50
869
$1K ﹤0.01%
+20
870
$1K ﹤0.01%
+16
871
$1K ﹤0.01%
+15
872
$1K ﹤0.01%
+19
873
$1K ﹤0.01%
+26
874
$1K ﹤0.01%
+18
875
$1K ﹤0.01%
+16
33 34
35
36 37