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
201
$64K 0.01%
669
202
$64K 0.01%
+1,284
203
$64K 0.01%
+1,012
204
$63K 0.01%
+803
205
$62K 0.01%
+1,640
206
$62K 0.01%
2,400
207
$62K 0.01%
+1,335
208
$62K 0.01%
+477
209
$62K 0.01%
+729
210
$61K 0.01%
+12,105
211
$60K 0.01%
+2,706
212
$60K 0.01%
+1,424
213
$60K 0.01%
+500
214
$59K 0.01%
+901
215
$59K 0.01%
+739
216
$58K 0.01%
+1,500
217
$58K 0.01%
+1,035
218
$58K 0.01%
+1,057
219
$58K 0.01%
1,380
+346
220
$58K 0.01%
+1,638
221
$58K 0.01%
+503
222
$57K 0.01%
+804
223
$57K 0.01%
3,735
+500
224
$57K 0.01%
1,001
+981
225
$57K 0.01%
+1,295
7 8
9
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