WCP
Wealthcare Capital Partners Portfolio holdings
AUM
$213M
1-Year Est. Return
11.39%
This Fund
S&P 500
1 Year Est. Return
+11.39%
AUM
$213M
AUM Growth
+$40.8K
(+0.02%)
Holding
157
Top Buys
| 1 | +$1.25M | |
| 2 | +$814K | |
| 3 | +$657K | |
| 4 |
VanEck Rare Earth/Strategic Metals ETF
REMX
|
+$655K |
| 5 |
iShares Core US REIT ETF
USRT
|
+$622K |
Top Sells
| 1 | +$3.75M | |
| 2 | +$1.8M | |
| 3 | +$573K | |
| 4 |
Apple
AAPL
|
+$479K |
| 5 |
Commercial Metals
CMC
|
+$224K |
Sector Composition
| 1 | Technology | 5.39% |
| 2 | Financials | 4.74% |
| 3 | Consumer Discretionary | 1.65% |
| 4 | Industrials | 1.63% |
| 5 | Utilities | 1.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares Core S&P Mid-Cap ETF
IJH
$115B
| $204K | 0.1% |
+3,020
|
|
||
152
Vanguard Growth ETF
VUG
$35.6B
| $203K | 0.1% |
465
-68
|
|
||
|
IAUX
153
i-80 Gold Corp
IAUX
$1.29B
| $20.1K | 0.01% |
13,243
|
|
||
154
Agilon Health
AGL
$493M
| – | – |
-734
|
|
||
|
155
Commercial Metals
CMC
$7.61B
| – | – |
-3,238
|
|
||
156
Netflix
NFLX
$388B
| – | – |
-2,235
|
|
||
157
Qualcomm
QCOM
$189B
| – | – |
-1,222
|
|