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
$117M
AUM Growth
+$4.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.7M
3
+$1.52M
4
RSPU icon
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
+$1.45M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$1.26M

Top Sells

1
+$437K
2
+$340K
3
+$325K
4
FLJH icon
Franklin FTSE Japan Hedged ETF
FLJH
+$293K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$253K

Sector Composition

1 Technology 4.21%
2 Industrials 1.19%
3 Communication Services 1.11%
4 Financials 0.66%
5 Healthcare 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$699K 0.6%
15,814
+668
52
$684K 0.59%
23,711
+7,280
53
$648K 0.55%
14,612
-555
54
$625K 0.53%
6,382
+602
55
$615K 0.53%
3,494
-470
56
$608K 0.52%
20,961
-10,090
57
$601K 0.51%
25,828
+8,733
58
$569K 0.49%
3,019
-641
59
$540K 0.46%
15,610
+2,266
60
$501K 0.43%
2,246
+91
61
$487K 0.42%
9,768
-3,384
62
$479K 0.41%
14,137
+1,014
63
$436K 0.37%
911
+3
64
$431K 0.37%
+7,253
65
$419K 0.36%
13,525
+6,100
66
$415K 0.36%
5,406
+7
67
$399K 0.34%
10,007
+4,799
68
$398K 0.34%
12,784
+82
69
$386K 0.33%
8,530
+635
70
$380K 0.33%
5,822
+12
71
$374K 0.32%
1,717
+3
72
$369K 0.32%
2,315
+17
73
$361K 0.31%
3,899
+20
74
$334K 0.29%
2,428
-1,259
75
$331K 0.28%
+16,563
1 2
3
4 5