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
$117M
AUM Growth
+$4.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.7M
3
+$1.52M
4
RSPU icon
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
+$1.45M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$1.26M

Top Sells

1
+$437K
2
+$340K
3
+$325K
4
FLJH icon
Franklin FTSE Japan Hedged ETF
FLJH
+$293K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$253K

Sector Composition

1 Technology 4.21%
2 Industrials 1.19%
3 Communication Services 1.11%
4 Financials 0.66%
5 Healthcare 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 1.14%
28,837
-9,427
27
$1.31M 1.12%
30,161
+1,104
28
$1.27M 1.09%
76,868
-4,481
29
$1.22M 1.04%
3,517
+1,563
30
$1.2M 1.03%
29,834
+9,434
31
$1.19M 1.02%
37,794
-4,048
32
$1.18M 1.01%
49,448
+6,486
33
$1.15M 0.98%
17,851
-186
34
$1.13M 0.96%
46,000
-475
35
$1.1M 0.94%
22,401
+1,001
36
$1.07M 0.92%
37,867
+9,856
37
$1.07M 0.91%
14,167
+6,502
38
$1.04M 0.89%
13,300
-1,493
39
$985K 0.84%
2,071
40
$957K 0.82%
23,614
-336
41
$934K 0.8%
16,228
+7,539
42
$878K 0.75%
27,416
-10,617
43
$850K 0.73%
12,543
-2,176
44
$845K 0.72%
7,184
+1,451
45
$798K 0.68%
5,560
-508
46
$748K 0.64%
2,290
-29
47
$746K 0.64%
35,593
-10,777
48
$744K 0.64%
5,805
+554
49
$727K 0.62%
+30,149
50
$704K 0.6%
8,764
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