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
101
$273K 0.14%
+1,913
102
$271K 0.14%
+7,836
103
$259K 0.14%
+654
104
$259K 0.13%
+4,075
105
$244K 0.13%
+1,856
106
$243K 0.13%
+3,902
107
$242K 0.13%
+1,430
108
$239K 0.12%
+4,959
109
$235K 0.12%
+1,243
110
$228K 0.12%
+3,254
111
$223K 0.12%
+614
112
$222K 0.12%
+8,994
113
$219K 0.11%
+6,427
114
$208K 0.11%
+3,374
115
$206K 0.11%
+811
116
$204K 0.11%
+4,025
117
$203K 0.11%
+5,123
118
$202K 0.11%
+1,467
1 2 3 4
5