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
$167M
AUM Growth
+$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$2.61M
3
+$2.13M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.1M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.78M

Top Sells

1
+$3M
2
+$2.71M
3
+$2.49M
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$2.01M
5
AAPL icon
Apple
AAPL
+$1.67M

Sector Composition

1 Technology 2.58%
2 Real Estate 1.38%
3 Industrials 0.95%
4 Communication Services 0.73%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$848K 0.51%
31,497
-28
52
$843K 0.51%
7,786
+560
53
$828K 0.5%
18,448
-577
54
$824K 0.49%
25,548
+416
55
$819K 0.49%
17,818
+1,920
56
$785K 0.47%
2,771
-72
57
$735K 0.44%
16,357
+521
58
$671K 0.4%
33,638
-9,841
59
$641K 0.38%
2,525
+722
60
$584K 0.35%
11,810
-1,112
61
$578K 0.35%
35,998
+1,079
62
$569K 0.34%
2,581
-45
63
$555K 0.33%
1,264
+45
64
$542K 0.33%
8,389
-100
65
$530K 0.32%
7,612
+568
66
$500K 0.3%
5,872
+12
67
$498K 0.3%
4,668
-6,105
68
$498K 0.3%
11,054
+38
69
$495K 0.3%
22,738
+1,568
70
$472K 0.28%
12,390
-1,219
71
$466K 0.28%
18,377
-690
72
$440K 0.26%
9,217
+658
73
$425K 0.25%
925
+4
74
$416K 0.25%
2,105
-500
75
$412K 0.25%
3,385
1 2
3
4 5