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
901
$1K ﹤0.01%
+35
902
$1K ﹤0.01%
+41
903
$1K ﹤0.01%
+38
904
$1K ﹤0.01%
+9
905
$1K ﹤0.01%
+18
906
$1K ﹤0.01%
+44
907
$1K ﹤0.01%
+12
908
$1K ﹤0.01%
+64
909
$1K ﹤0.01%
+13
910
– –
0
911
$1K ﹤0.01%
+43
912
$0 ﹤0.01%
+1,152
913
$0 ﹤0.01%
+1,751
914
$0 ﹤0.01%
+1
915
$0 ﹤0.01%
+13
916
$0 ﹤0.01%
+2,622
917
$0 ﹤0.01%
+90
918
$0 ﹤0.01%
+1,895
919
$0 ﹤0.01%
+1,120
920
$0 ﹤0.01%
+7
921
$0 ﹤0.01%
+15
922
$0 ﹤0.01%
+5
923
$0 ﹤0.01%
+19
924
$0 ﹤0.01%
+1,922
925
$0 ﹤0.01%
6
35 36
37
38 39