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
$215M
AUM Growth
+$8.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$821K
3
+$821K
4
GRPM icon
Invesco S&P MidCap 400 GARP ETF
GRPM
+$787K
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$738K

Top Sells

1
+$1.18M
2
+$565K
3
+$364K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$317K
5
AAPL icon
Apple
AAPL
+$314K

Sector Composition

1 Technology 3.98%
2 Industrials 0.91%
3 Communication Services 0.91%
4 Consumer Discretionary 0.44%
5 Healthcare 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.54%
35,799
+88
52
$1.12M 0.52%
24,573
+983
53
$1.11M 0.52%
7,391
+2,470
54
$1.11M 0.51%
56,283
-1,418
55
$1.04M 0.48%
43,526
+5,719
56
$1.01M 0.47%
16,729
+2,024
57
$1M 0.47%
2,680
-74
58
$1M 0.46%
30,415
+372
59
$984K 0.46%
5,391
-10
60
$959K 0.45%
14,984
-36
61
$942K 0.44%
16,343
-603
62
$900K 0.42%
25,653
+69
63
$896K 0.42%
19,440
-158
64
$887K 0.41%
3,595
+629
65
$867K 0.4%
19,045
+332
66
$821K 0.38%
28,479
-8,954
67
$813K 0.38%
2,439
-35
68
$804K 0.37%
6,508
+1,018
69
$796K 0.37%
18,106
+784
70
$770K 0.36%
15,169
+3,490
71
$676K 0.31%
3,712
+4
72
$671K 0.31%
3,472
73
$643K 0.3%
8,079
74
$613K 0.28%
14,782
+3,952
75
$589K 0.27%
+3,349
1 2
3
4 5