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
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%
+14
913
$0 ﹤0.01%
+764
914
$0 ﹤0.01%
+10
915
$0 ﹤0.01%
+1,191
916
$0 ﹤0.01%
+50
917
$0 ﹤0.01%
+25
918
$0 ﹤0.01%
+1,341
919
$0 ﹤0.01%
+1
920
$0 ﹤0.01%
+1,152
921
$0 ﹤0.01%
+1,751
922
$0 ﹤0.01%
+1
923
$0 ﹤0.01%
+13
924
$0 ﹤0.01%
+2,622
925
$0 ﹤0.01%
+90
35 36
37
38 39