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
126
$132K 0.02%
1,755
+542
127
$130K 0.02%
+1,614
128
$130K 0.02%
945
+798
129
$129K 0.02%
1,700
130
$129K 0.02%
+1,056
131
$128K 0.02%
+4,949
132
$125K 0.01%
+1,411
133
$124K 0.01%
+1,847
134
$124K 0.01%
+1,495
135
$123K 0.01%
690
+643
136
$122K 0.01%
+9,269
137
$122K 0.01%
+1,073
138
$119K 0.01%
+2,491
139
$118K 0.01%
4,900
+657
140
$116K 0.01%
882
141
$115K 0.01%
2,111
+745
142
$112K 0.01%
+2,681
143
$111K 0.01%
+2,974
144
$110K 0.01%
+1,183
145
$110K 0.01%
+4,317
146
$109K 0.01%
2,647
+1,205
147
$108K 0.01%
1,033
+413
148
$106K 0.01%
+2,774
149
$104K 0.01%
+1,609
150
$103K 0.01%
+6,087
4 5
6
7 8