WCP
Wealthcare Capital Partners Portfolio holdings
AUM
$199M
1 Year Est. Return
–
AUM
$194M
AUM Growth
+$2.52M
(+1.3%)
Holding
134
Top Buys
| 1 | +$1.19M | |
| 2 | +$616K | |
| 3 | +$554K | |
| 4 |
Ares Capital
ARCC
|
+$547K |
| 5 |
FS KKR Capital
FSK
|
+$529K |
Top Sells
| 1 | +$1.36M | |
| 2 | +$1.26M | |
| 3 | +$851K | |
| 4 |
VanEck High Yield Muni ETF
HYD
|
+$414K |
| 5 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$344K |
Sector Composition
| 1 | Healthcare | 11.43% |
| 2 | Financials | 5.67% |
| 3 | Technology | 4.36% |
| 4 | Consumer Discretionary | 1.56% |
| 5 | Utilities | 1.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vanguard Industrials ETF
VIS
$6.39B
| $201K | 0.1% |
813
+2
|
|
||
127
CenterPoint Energy
CNP
$25B
| $201K | 0.1% |
+5,542
|
|
||
128
X4 Pharmaceuticals
XFOR
$320M
| $4.22K | ﹤0.01% |
+595
|
|
||
129
Community Bank
CBU
$2.92B
| – | – |
-3,374
|
|
||
|
130
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.7B
| – | – |
-11,206
|
|
||
131
Alphabet (Google) Class A
GOOGL
$3.4T
| – | – |
-1,243
|
|
||
|
132
VanEck High Yield Muni ETF
HYD
$3.51B
| – | – |
-7,976
|
|
||
133
Invesco Floating Rate Municipal Income ETF
PVI
$31.1M
| – | – |
-8,994
|
|
||
134
Health Care Select Sector SPDR Fund
XLV
$35.6B
| – | – |
-1,467
|
|