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
1051
$0 ﹤0.01%
+20
1052
$0 ﹤0.01%
+1,912
1053
$0 ﹤0.01%
+21
1054
$0 ﹤0.01%
+3,646
1055
$0 ﹤0.01%
+9
1056
$0 ﹤0.01%
+22
1057
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+1
1058
$0 ﹤0.01%
+1,425
1059
$0 ﹤0.01%
+41
1060
$0 ﹤0.01%
+753
1061
$0 ﹤0.01%
+2,905
1062
$0 ﹤0.01%
+404
1063
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+1
1064
$0 ﹤0.01%
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1065
$0 ﹤0.01%
+311
1066
$0 ﹤0.01%
+20
1067
$0 ﹤0.01%
+1
1068
$0 ﹤0.01%
+1,443
1069
$0 ﹤0.01%
+41
1070
$0 ﹤0.01%
+357
1071
$0 ﹤0.01%
+1
1072
$0 ﹤0.01%
+225
1073
$0 ﹤0.01%
+8
1074
$0 ﹤0.01%
+7
1075
$0 ﹤0.01%
90
+79
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