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
926
$0 ﹤0.01%
+3,442
927
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+1
928
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+2,556
929
$0 ﹤0.01%
+115
930
$0 ﹤0.01%
+777
931
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+3,828
932
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+20
933
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+50
934
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935
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+2,019
936
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+1,598
937
$0 ﹤0.01%
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938
$0 ﹤0.01%
4
939
$0 ﹤0.01%
+14
940
– –
0
941
$0 ﹤0.01%
+34
942
$0 ﹤0.01%
+58
943
$0 ﹤0.01%
+160
944
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+635
945
$0 ﹤0.01%
+87
946
$0 ﹤0.01%
+1,150
947
$0 ﹤0.01%
+1,329
948
$0 ﹤0.01%
+22
949
$0 ﹤0.01%
+10
950
$0 ﹤0.01%
+11
36 37
38
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