WCM

Wealthcare Capital Management Portfolio holdings

AUM $946M
1-Year Est. Return 10.81%
This Quarter Est. Return
1 Year Est. Return
+10.81%
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
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
76
$314K 0.04%
7,016
+1,562
77
$305K 0.04%
+7,165
78
$302K 0.04%
+6,444
79
$282K 0.03%
2,894
+2,428
80
$280K 0.03%
+6,457
81
$280K 0.03%
+11,254
82
$278K 0.03%
2,872
+2,860
83
$265K 0.03%
2,399
84
$264K 0.03%
+6,730
85
$262K 0.03%
+5,274
86
$261K 0.03%
+4,198
87
$254K 0.03%
4,490
+4,390
88
$254K 0.03%
2,372
+2,360
89
$254K 0.03%
7,708
+6,583
90
$252K 0.03%
3,080
+2,201
91
$247K 0.03%
+16,000
92
$245K 0.03%
2,241
93
$243K 0.03%
3,562
+2,019
94
$240K 0.03%
5,975
+305
95
$224K 0.03%
2,557
+1,471
96
$223K 0.03%
2,633
+1,643
97
$222K 0.03%
2,053
+1,439
98
$219K 0.03%
3,712
+190
99
$219K 0.03%
6,073
+5,658
100
$191K 0.02%
2,294
+1,644
2 3
4
5 6