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
$183M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$818K
3
+$789K
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$683K
5
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$632K

Top Sells

1
+$940K
2
+$803K
3
+$699K
4
IYK icon
iShares US Consumer Staples ETF
IYK
+$628K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$542K

Sector Composition

1 Technology 4.1%
2 Industrials 0.9%
3 Communication Services 0.78%
4 Healthcare 0.49%
5 Financials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 1.16%
11,466
+414
27
$1.91M 1.04%
37,457
+650
28
$1.88M 1.03%
67,269
-4,974
29
$1.73M 0.94%
34,391
+2,135
30
$1.57M 0.86%
17,779
+7,756
31
$1.55M 0.85%
59,080
-15,932
32
$1.54M 0.84%
23,455
-4,579
33
$1.52M 0.83%
15,570
+8,103
34
$1.5M 0.82%
50,303
+18,806
35
$1.46M 0.79%
2,090
-161
36
$1.43M 0.78%
64,006
-22,131
37
$1.43M 0.78%
32,277
+355
38
$1.4M 0.77%
44,404
-350
39
$1.28M 0.7%
24,139
-4,317
40
$1.26M 0.69%
9,043
+343
41
$1.2M 0.65%
22,101
-1,049
42
$1.18M 0.64%
32,544
+1,391
43
$1.17M 0.64%
16,018
+47
44
$1.16M 0.63%
25,125
-1,481
45
$1.13M 0.62%
14,917
-134
46
$1.12M 0.61%
26,678
+66
47
$1.1M 0.6%
57,308
-627
48
$1.02M 0.56%
20,459
+891
49
$1.01M 0.55%
38,019
+1,353
50
$1.01M 0.55%
+35,711
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