WIP

WealthCare Investment Partners Portfolio holdings

AUM $278M
1-Year Est. Return 14.35%
This Quarter Est. Return
1 Year Est. Return
+14.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$7.67M
3
+$3.64M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.19M
5
SIMS icon
State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
+$2.52M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.9%
2 Industrials 2.1%
3 Communication Services 1.12%
4 Financials 0.88%
5 Healthcare 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 1.04%
+11,379
27
$1.07M 1.03%
+9,333
28
$1.03M 0.99%
+4,543
29
$1.02M 0.99%
+4,246
30
$1.01M 0.97%
+18,466
31
$978K 0.95%
+17,724
32
$963K 0.93%
+6,309
33
$945K 0.91%
+40,975
34
$887K 0.86%
+15,896
35
$867K 0.84%
+1,892
36
$846K 0.82%
+31,727
37
$836K 0.81%
+5,935
38
$768K 0.74%
+8,856
39
$721K 0.7%
+2,389
40
$669K 0.65%
+12,669
41
$653K 0.63%
+11,750
42
$646K 0.62%
+3,012
43
$641K 0.62%
+13,385
44
$602K 0.58%
+10,571
45
$590K 0.57%
+5,166
46
$566K 0.55%
+12,714
47
$547K 0.53%
+14,987
48
$506K 0.49%
+23,502
49
$492K 0.48%
+5,809
50
$479K 0.46%
+25,758
1
2
3 4