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
$207M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.95M
3
+$1.94M
4
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$1.44M
5
FLJH icon
Franklin FTSE Japan Hedged ETF
FLJH
+$1.29M

Top Sells

1
+$680K
2
+$621K
3
+$605K
4
RSPU icon
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
+$598K
5
XOM icon
Exxon Mobil
XOM
+$434K

Sector Composition

1 Technology 3.9%
2 Industrials 0.99%
3 Communication Services 0.86%
4 Consumer Discretionary 0.54%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.51%
37,433
-21,647
52
$986K 0.48%
5,401
-11
53
$984K 0.48%
16,946
-5,155
54
$983K 0.48%
24,703
-4,151
55
$961K 0.46%
30,043
+1,134
56
$952K 0.46%
14,705
+3,570
57
$948K 0.46%
2,754
+89
58
$942K 0.46%
19,598
+343
59
$924K 0.45%
15,020
-358
60
$917K 0.44%
25,584
+578
61
$897K 0.43%
37,807
-26,199
62
$892K 0.43%
39,693
+14,559
63
$867K 0.42%
17,322
+36
64
$816K 0.39%
18,713
+144
65
$754K 0.36%
2,474
-67
66
$670K 0.32%
2,966
+1,250
67
$665K 0.32%
4,921
+2,562
68
$636K 0.31%
8,079
-30
69
$626K 0.3%
3,472
+366
70
$601K 0.29%
2,313
-181
71
$593K 0.29%
11,679
+6,266
72
$592K 0.29%
21,900
+213
73
$580K 0.28%
5,912
+14
74
$564K 0.27%
10,455
+30
75
$563K 0.27%
4,530
-2,483
1 2
3
4 5