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
176
$81K 0.01%
3,890
+490
177
$80K 0.01%
2,919
+762
178
$80K 0.01%
+4,635
179
$79K 0.01%
+1,248
180
$79K 0.01%
+3,540
181
$77K 0.01%
2,210
+2,180
182
$76K 0.01%
+595
183
$75K 0.01%
+1,884
184
$75K 0.01%
+2,972
185
$75K 0.01%
+2,184
186
$75K 0.01%
+1,980
187
$74K 0.01%
+460
188
$74K 0.01%
+1,432
189
$72K 0.01%
+3,098
190
$72K 0.01%
+2,421
191
$71K 0.01%
+1,402
192
$71K 0.01%
+1,595
193
$71K 0.01%
960
+941
194
$69K 0.01%
+401
195
$68K 0.01%
+2,317
196
$67K 0.01%
+739
197
$66K 0.01%
2,410
198
$65K 0.01%
+575
199
$65K 0.01%
+768
200
$64K 0.01%
+1,116
6 7
8
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