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
$207M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.95M
3
+$1.94M
4
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$1.44M
5
FLJH icon
Franklin FTSE Japan Hedged ETF
FLJH
+$1.29M

Top Sells

1
+$680K
2
+$621K
3
+$605K
4
RSPU icon
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
+$598K
5
XOM icon
Exxon Mobil
XOM
+$434K

Sector Composition

1 Technology 3.9%
2 Industrials 0.99%
3 Communication Services 0.86%
4 Consumer Discretionary 0.54%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.4M 1.16%
48,871
+2,292
27
$2.31M 1.12%
101,630
+6,820
28
$2.31M 1.12%
73,558
+40,888
29
$2.12M 1.02%
26,402
+2,947
30
$2.09M 1.01%
67,315
+46,270
31
$2.07M 1%
12,062
+596
32
$2.07M 1%
10,764
-3,546
33
$1.64M 0.79%
30,746
+6,607
34
$1.63M 0.79%
50,103
-200
35
$1.62M 0.78%
54,723
-12,546
36
$1.59M 0.77%
44,459
+55
37
$1.53M 0.74%
2,011
-79
38
$1.5M 0.72%
34,387
+2,110
39
$1.44M 0.7%
28,583
-5,808
40
$1.31M 0.63%
9,570
+527
41
$1.3M 0.63%
35,642
+3,098
42
$1.26M 0.61%
27,224
+546
43
$1.24M 0.6%
17,049
+1,031
44
$1.21M 0.59%
57,701
+393
45
$1.18M 0.57%
40,935
+2,916
46
$1.17M 0.57%
14,800
-117
47
$1.11M 0.54%
35,711
48
$1.1M 0.53%
21,353
+894
49
$1.09M 0.53%
23,590
-1,535
50
$1.07M 0.52%
2,048
+169
1
2
3 4 5