WCP

Wealthcare Capital Partners Portfolio holdings

AUM $199M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$20.4M
3
+$20.4M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$8.78M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$6.18M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 11.01%
2 Financials 4.91%
3 Technology 4.9%
4 Consumer Discretionary 1.79%
5 Consumer Staples 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 0.66%
+10,701
27
$1.24M 0.64%
+5,636
28
$1.17M 0.61%
+10,956
29
$1.14M 0.59%
+6,731
30
$1.13M 0.59%
+23,542
31
$1.1M 0.57%
+8,170
32
$1.08M 0.57%
+1,853
33
$1.07M 0.56%
+4,787
34
$1.05M 0.55%
+9,314
35
$959K 0.5%
+10,488
36
$957K 0.5%
+18,776
37
$929K 0.48%
+22,987
38
$809K 0.42%
+17,730
39
$807K 0.42%
+3,366
40
$791K 0.41%
+17,089
41
$715K 0.37%
+19,671
42
$709K 0.37%
+7,123
43
$675K 0.35%
+11,115
44
$665K 0.35%
+3,966
45
$662K 0.34%
+2,682
46
$624K 0.33%
+1,091
47
$622K 0.32%
+8,348
48
$621K 0.32%
+1,536
49
$592K 0.31%
+6,557
50
$588K 0.31%
+15,632
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