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
$229M
AUM Growth
+$1.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$1.11M
3
+$564K
4
ETH
Grayscale Ethereum Mini Trust ETF
ETH
+$524K
5
GRPM icon
Invesco S&P MidCap 400 GARP ETF
GRPM
+$473K

Top Sells

1
+$1.51M
2
+$1.18M
3
+$877K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$756K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$692K

Sector Composition

1 Technology 3.96%
2 Communication Services 0.94%
3 Industrials 0.88%
4 Financials 0.7%
5 Consumer Staples 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.67M 1.16%
38,053
+934
27
$2.66M 1.16%
118,561
+4,946
28
$2.64M 1.15%
53,819
+1,700
29
$2.49M 1.09%
48,816
+274
30
$2.37M 1.03%
58,844
+5,717
31
$2.3M 1%
9,424
-62
32
$2.01M 0.88%
1,911
33
$1.84M 0.8%
52,292
+270
34
$1.78M 0.78%
34,266
+849
35
$1.71M 0.75%
47,805
-230
36
$1.71M 0.74%
10,687
+1,611
37
$1.69M 0.74%
39,272
+1,106
38
$1.68M 0.73%
66,516
-19,281
39
$1.6M 0.7%
43,339
+2,196
40
$1.58M 0.69%
42,848
+73
41
$1.58M 0.69%
8,004
-432
42
$1.53M 0.67%
63,170
-36,132
43
$1.38M 0.6%
10,348
+96
44
$1.36M 0.59%
28,822
+85
45
$1.35M 0.59%
3,296
+142
46
$1.35M 0.59%
43,551
-202
47
$1.34M 0.59%
55,307
+17,348
48
$1.31M 0.57%
2,104
+3
49
$1.27M 0.56%
17,717
+321
50
$1.26M 0.55%
24,248
+1,136
1
2
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