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
51
$548K 0.29%
+11,347
52
$542K 0.28%
+4,469
53
$537K 0.28%
+6,160
54
$534K 0.28%
+3,690
55
$532K 0.28%
+2,296
56
$505K 0.26%
+3,825
57
$495K 0.26%
+14,402
58
$488K 0.25%
+4,538
59
$485K 0.25%
+12,829
60
$480K 0.25%
+3,317
61
$473K 0.25%
+7,158
62
$470K 0.24%
+7,540
63
$467K 0.24%
+8,272
64
$464K 0.24%
+9,054
65
$460K 0.24%
+8,295
66
$450K 0.23%
+2,278
67
$445K 0.23%
+870
68
$439K 0.23%
+3,044
69
$438K 0.23%
+5,118
70
$429K 0.22%
+8,252
71
$414K 0.22%
+7,976
72
$409K 0.21%
+5,412
73
$408K 0.21%
+5,523
74
$400K 0.21%
+3,795
75
$398K 0.21%
+2,294
1 2
3
4 5