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
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$7.67M
3
+$3.64M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.19M
5
SIMS icon
State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
+$2.52M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.9%
2 Industrials 2.1%
3 Communication Services 1.12%
4 Financials 0.88%
5 Healthcare 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$477K 0.46%
+1,800
52
$476K 0.46%
+8,764
53
$460K 0.44%
+7,258
54
$448K 0.43%
+5,798
55
$446K 0.43%
+3,353
56
$430K 0.42%
+12,818
57
$426K 0.41%
+10,719
58
$418K 0.4%
+9,619
59
$415K 0.4%
+7,864
60
$409K 0.4%
+7,215
61
$409K 0.4%
+3,560
62
$401K 0.39%
+3,887
63
$397K 0.38%
+2,109
64
$392K 0.38%
+10,036
65
$384K 0.37%
+4,755
66
$384K 0.37%
+9,330
67
$371K 0.36%
+2,560
68
$357K 0.35%
+17,175
69
$352K 0.34%
+4,020
70
$351K 0.34%
+908
71
$344K 0.33%
+19,313
72
$333K 0.32%
+3,644
73
$332K 0.32%
+11,221
74
$324K 0.31%
+2,803
75
$321K 0.31%
+8,905
1 2
3
4