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
$113M
AUM Growth
+$9.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.43M
3
+$1.31M
4
JJG
iPath Series B Bloomberg Grains Subindex Total ReturnSM ETN
JJG
+$1.31M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.28M

Top Sells

1
+$680K
2
+$680K
3
+$646K
4
CNRG icon
State Street SPDR S&P Kensho Clean Power ETF
CNRG
+$562K
5
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$419K

Sector Composition

1 Technology 5.01%
2 Industrials 1.32%
3 Communication Services 1.16%
4 Financials 0.76%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$634K 0.56%
5,780
+614
52
$595K 0.53%
7,665
+1,856
53
$595K 0.53%
+2,155
54
$553K 0.49%
16,431
+1,444
55
$534K 0.47%
+8,689
56
$515K 0.46%
13,123
+3,504
57
$509K 0.45%
13,344
+4,014
58
$493K 0.44%
12,702
-12
59
$484K 0.43%
17,095
+4,277
60
$453K 0.4%
1,714
-675
61
$440K 0.39%
5,810
+12
62
$422K 0.38%
908
63
$419K 0.37%
5,399
+644
64
$416K 0.37%
7,895
+680
65
$407K 0.36%
3,879
-8
66
$399K 0.35%
16,795
-6,707
67
$381K 0.34%
7,302
+44
68
$370K 0.33%
2,111
+2
69
$367K 0.33%
+2,298
70
$336K 0.3%
1,379
+2
71
$333K 0.3%
2,560
72
$330K 0.29%
10,945
+3,100
73
$327K 0.29%
4,085
+65
74
$321K 0.29%
5,208
+2,253
75
$318K 0.28%
5,807
+783
1 2
3
4 5