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
1076
$0 ﹤0.01%
+22
1077
$0 ﹤0.01%
+1
1078
$0 ﹤0.01%
+1,425
1079
$0 ﹤0.01%
+41
1080
$0 ﹤0.01%
+753
1081
$0 ﹤0.01%
+2,905
1082
$0 ﹤0.01%
+404
1083
$0 ﹤0.01%
+1
1084
$0 ﹤0.01%
+16
1085
$0 ﹤0.01%
+311
1086
$0 ﹤0.01%
+20
1087
$0 ﹤0.01%
+1
1088
$0 ﹤0.01%
+1,443
1089
$0 ﹤0.01%
+41
1090
$0 ﹤0.01%
+357
1091
$0 ﹤0.01%
+1
1092
$0 ﹤0.01%
+225
1093
$0 ﹤0.01%
+8
1094
$0 ﹤0.01%
+7
1095
$0 ﹤0.01%
90
+79
1096
$0 ﹤0.01%
+1,463
1097
$0 ﹤0.01%
+1,468
1098
$0 ﹤0.01%
+691
1099
$0 ﹤0.01%
+25
40 41 42 43
44