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
1001
$0 ﹤0.01%
+24
1002
$0 ﹤0.01%
+1,869
1003
$0 ﹤0.01%
+8
1004
$0 ﹤0.01%
+146
1005
$0 ﹤0.01%
+216
1006
$0 ﹤0.01%
+10
1007
$0 ﹤0.01%
+1,137
1008
$0 ﹤0.01%
+814
1009
$0 ﹤0.01%
+1
1010
$0 ﹤0.01%
+4,619
1011
$0 ﹤0.01%
+45
1012
$0 ﹤0.01%
+88
1013
– –
0
1014
$0 ﹤0.01%
+561
1015
$0 ﹤0.01%
+408
1016
$0 ﹤0.01%
+1,015
1017
$0 ﹤0.01%
+13
1018
$0 ﹤0.01%
+72
1019
$0 ﹤0.01%
+60
1020
$0 ﹤0.01%
+442
1021
$0 ﹤0.01%
+33
1022
$0 ﹤0.01%
+1
1023
$0 ﹤0.01%
+5
1024
$0 ﹤0.01%
+493
1025
$0 ﹤0.01%
+1
39 40
41
42 43