WCM

Wealthcare Capital Management Portfolio holdings

AUM $946M
1-Year Est. Return 10.81%
This Quarter Est. Return
1 Year Est. Return
+10.81%
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
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
101
$187K 0.02%
4,035
+3,968
102
$182K 0.02%
3,113
+3,033
103
$181K 0.02%
1,180
+1,136
104
$172K 0.02%
1,136
+193
105
$171K 0.02%
3,040
+16
106
$171K 0.02%
11,219
+372
107
$170K 0.02%
2,180
+1,273
108
$170K 0.02%
3,965
+3,916
109
$165K 0.02%
2,718
+1,970
110
$165K 0.02%
+1,560
111
$160K 0.02%
+1,350
112
$160K 0.02%
52,006
+2,006
113
$159K 0.02%
1,337
+610
114
$158K 0.02%
1,529
+358
115
$157K 0.02%
+3,918
116
$157K 0.02%
10,944
117
$149K 0.02%
+2,818
118
$148K 0.02%
1,205
+972
119
$143K 0.02%
1,257
+262
120
$142K 0.02%
2,404
+902
121
$142K 0.02%
1,539
122
$141K 0.02%
2,479
+2,330
123
$133K 0.02%
+7,200
124
$133K 0.02%
1,652
125
$132K 0.02%
1,361
3 4
5
6 7