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
851
$1K ﹤0.01%
+19
852
$1K ﹤0.01%
+38
853
$1K ﹤0.01%
+44
854
$1K ﹤0.01%
+34
855
$1K ﹤0.01%
+41
856
$1K ﹤0.01%
+18
857
$1K ﹤0.01%
+27
858
$1K ﹤0.01%
5
859
$1K ﹤0.01%
+15
860
$1K ﹤0.01%
+38
861
$1K ﹤0.01%
+8
862
$1K ﹤0.01%
+54
863
$1K ﹤0.01%
+13
864
$1K ﹤0.01%
+5
865
$1K ﹤0.01%
+44
866
$1K ﹤0.01%
+56
867
$1K ﹤0.01%
+50
868
$1K ﹤0.01%
+20
869
$1K ﹤0.01%
+16
870
$1K ﹤0.01%
+15
871
$1K ﹤0.01%
+19
872
$1K ﹤0.01%
+10
873
$1K ﹤0.01%
+26
874
$1K ﹤0.01%
+18
875
$1K ﹤0.01%
+16
33 34
35
36 37