WCM

Wealthcare Capital Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 16.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
+$22M
2
+$18.7M
3
+$4.97M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.21M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.86M

Top Sells

1
+$499K
2
+$346K
3
+$150K
4
RTI
RTI INTL METALS INC(HLDG CO)
RTI
+$51K
5
AMAT icon
Applied Materials
AMAT
+$28.4K

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%
+30
1052
$0 ﹤0.01%
+1,181
1053
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+4
1054
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+116
1055
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1056
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+5
1057
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+150
1058
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1059
$0 ﹤0.01%
+1,806
1060
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+200
1061
$0 ﹤0.01%
+451
1062
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1063
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+1,951
1064
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1065
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+14
1066
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+460
1067
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1068
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1069
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1070
$0 ﹤0.01%
+1,298
1071
$0 ﹤0.01%
+20
1072
$0 ﹤0.01%
+1,912
1073
$0 ﹤0.01%
+21
1074
$0 ﹤0.01%
+3,646
1075
$0 ﹤0.01%
+9
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