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
$167M
AUM Growth
+$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$2.61M
3
+$2.13M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.1M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.78M

Top Sells

1
+$3M
2
+$2.71M
3
+$2.49M
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$2.01M
5
AAPL icon
Apple
AAPL
+$1.67M

Sector Composition

1 Technology 2.58%
2 Real Estate 1.38%
3 Industrials 0.95%
4 Communication Services 0.73%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.05M 1.23%
42,233
+908
27
$1.98M 1.19%
20,031
+497
28
$1.91M 1.15%
84,070
+4,790
29
$1.83M 1.1%
74,436
+3,326
30
$1.73M 1.04%
47,696
+35,888
31
$1.7M 1.02%
30,431
+880
32
$1.69M 1.02%
33,819
+4,952
33
$1.41M 0.85%
26,454
+1,273
34
$1.38M 0.83%
52,015
+3,605
35
$1.36M 0.82%
30,023
-15,847
36
$1.35M 0.81%
2,390
-311
37
$1.31M 0.79%
29,964
-2,103
38
$1.29M 0.78%
59,500
-2,102
39
$1.27M 0.76%
24,665
-2,416
40
$1.21M 0.73%
39,120
-15,806
41
$1.11M 0.66%
15,378
-1,527
42
$1.05M 0.63%
8,275
+94
43
$1.05M 0.63%
14,707
+46
44
$1M 0.6%
25,410
-635
45
$973K 0.58%
27,824
+1,844
46
$901K 0.54%
34,711
+1,279
47
$900K 0.54%
17,266
-1,676
48
$891K 0.53%
17,972
-9,503
49
$888K 0.53%
5,500
+135
50
$875K 0.53%
10,417
-735
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