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
76
$396K 0.21%
+623
77
$393K 0.2%
+18,635
78
$392K 0.2%
+15,875
79
$388K 0.2%
+16,738
80
$385K 0.2%
+1,327
81
$376K 0.2%
+2,146
82
$372K 0.19%
+1,682
83
$371K 0.19%
+1,406
84
$367K 0.19%
+11,477
85
$359K 0.19%
+392
86
$356K 0.19%
+1,127
87
$349K 0.18%
+3,013
88
$347K 0.18%
+1,876
89
$347K 0.18%
+1,822
90
$344K 0.18%
+11,206
91
$338K 0.18%
+642
92
$321K 0.17%
+7,295
93
$319K 0.17%
+778
94
$312K 0.16%
+6,586
95
$312K 0.16%
+2,426
96
$308K 0.16%
+1,888
97
$296K 0.15%
+2,748
98
$285K 0.15%
+1,706
99
$282K 0.15%
+726
100
$274K 0.14%
+2,463
1 2 3
4
5