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
951
$0 ﹤0.01%
+3,424
952
$0 ﹤0.01%
+87
953
$0 ﹤0.01%
+1,150
954
$0 ﹤0.01%
+1,329
955
$0 ﹤0.01%
+22
956
$0 ﹤0.01%
+10
957
$0 ﹤0.01%
+11
958
$0 ﹤0.01%
+574
959
$0 ﹤0.01%
+10
960
$0 ﹤0.01%
+45
961
$0 ﹤0.01%
+5
962
$0 ﹤0.01%
+1
963
$0 ﹤0.01%
+83
964
$0 ﹤0.01%
+5
965
$0 ﹤0.01%
+4,200
966
$0 ﹤0.01%
+19
967
$0 ﹤0.01%
+50
968
$0 ﹤0.01%
+9,692
969
$0 ﹤0.01%
+1,653
970
– –
-2,000
971
$0 ﹤0.01%
+106
972
$0 ﹤0.01%
+146
973
$0 ﹤0.01%
+216
974
$0 ﹤0.01%
+10
975
$0 ﹤0.01%
+235
37 38
39
40 41