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
951
$0 ﹤0.01%
+574
952
$0 ﹤0.01%
+235
953
$0 ﹤0.01%
+12
954
$0 ﹤0.01%
+2,669
955
$0 ﹤0.01%
+10
956
$0 ﹤0.01%
+45
957
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+5
958
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+1
959
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+83
960
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+5
961
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+4,200
962
$0 ﹤0.01%
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963
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964
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965
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966
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+50
967
$0 ﹤0.01%
+9,692
968
$0 ﹤0.01%
+1,653
969
– –
-2,000
970
$0 ﹤0.01%
+3,424
971
$0 ﹤0.01%
+215
972
$0 ﹤0.01%
+1
973
$0 ﹤0.01%
+10
974
$0 ﹤0.01%
+38
975
$0 ﹤0.01%
16
-1,184
37 38
39
40 41