WIP
WealthCare Investment Partners Portfolio holdings
AUM
$278M
This Quarter Return
+9.23%
1 Year Return
+14.35%
3 Year Return
+42.86%
5 Year Return
–
10 Year Return
–
AUM
$278M
AUM Growth
+$278M
(+18%)
Cap. Flow
+$5.45M
Cap. Flow
% of AUM
1.96%
Top 10 Holdings %
Top 10 Hldgs %
35.44%
Holding
158
New
10
Increased
67
Reduced
72
Closed
1
Top Buys
Top Sells
| 1 |
Franklin FTSE Japan Hedged ETF
FLJH
|
$1.02M |
| 2 |
Columbia EM Core ex-China ETF
XCEM
|
$835K |
| 3 |
Columbia India Consumer ETF
INCO
|
$790K |
| 4 |
Capital Group Growth ETF
CGGR
|
$640K |
| 5 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$580K |
Sector Composition
| 1 | Technology | 3.59% |
| 2 | Communication Services | 0.97% |
| 3 | Industrials | 0.73% |
| 4 | Financials | 0.62% |
| 5 | Consumer Staples | 0.59% |
