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
151
$102K 0.01%
+1,188
152
$102K 0.01%
+2,276
153
$102K 0.01%
+990
154
$101K 0.01%
+2,565
155
$100K 0.01%
+3,480
156
$99K 0.01%
+1,764
157
$99K 0.01%
1,945
+1,420
158
$99K 0.01%
1,974
+1,694
159
$98K 0.01%
2,528
160
$98K 0.01%
870
+856
161
$98K 0.01%
1,439
+904
162
$97K 0.01%
+1,229
163
$97K 0.01%
1,185
+935
164
$94K 0.01%
+1,609
165
$93K 0.01%
+1,680
166
$91K 0.01%
3,422
167
$89K 0.01%
+1,128
168
$89K 0.01%
+703
169
$88K 0.01%
3,229
+2,988
170
$87K 0.01%
1,130
+950
171
$87K 0.01%
+1,442
172
$86K 0.01%
1,910
+1,816
173
$83K 0.01%
976
+876
174
$81K 0.01%
+6,720
175
$81K 0.01%
965
+957
5 6
7
8 9