WCP
Wealthcare Capital Partners Portfolio holdings
AUM
$213M
1-Year Est. Return
11.1%
This Fund
S&P 500
1 Year Est. Return
+11.1%
AUM
$218M
AUM Growth
+$18.7M
(+9.4%)
Holding
151
Top Buys
| 1 | +$1.99M | |
| 2 | +$866K | |
| 3 | +$514K | |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$503K |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$501K |
Top Sells
| 1 | +$2.67M | |
| 2 | +$415K | |
| 3 | +$255K | |
| 4 |
IBM
IBM
|
+$234K |
| 5 |
Procter & Gamble
PG
|
+$162K |
Sector Composition
| 1 | Healthcare | 7.05% |
| 2 | Technology | 5.81% |
| 3 | Financials | 5.67% |
| 4 | Consumer Discretionary | 1.63% |
| 5 | Utilities | 1.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
151
IBM
IBM
$289B
| – | – |
-793
|
|