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
1026
$0 ﹤0.01%
+3
1027
$0 ﹤0.01%
+38
1028
$0 ﹤0.01%
+4,226
1029
$0 ﹤0.01%
+730
1030
$0 ﹤0.01%
+30
1031
$0 ﹤0.01%
+1,181
1032
$0 ﹤0.01%
+4
1033
$0 ﹤0.01%
+116
1034
$0 ﹤0.01%
+15
1035
$0 ﹤0.01%
+5
1036
$0 ﹤0.01%
+150
1037
$0 ﹤0.01%
+92
1038
$0 ﹤0.01%
+1,414
1039
$0 ﹤0.01%
+1,806
1040
$0 ﹤0.01%
+200
1041
$0 ﹤0.01%
+451
1042
$0 ﹤0.01%
+52
1043
$0 ﹤0.01%
+1,951
1044
$0 ﹤0.01%
+35
1045
$0 ﹤0.01%
+14
1046
$0 ﹤0.01%
+460
1047
$0 ﹤0.01%
+4
1048
$0 ﹤0.01%
+25
1049
$0 ﹤0.01%
+85
1050
$0 ﹤0.01%
+1,298
40 41
42
43 44