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
$228M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.04M
3
+$924K
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$821K
5
GRPM icon
Invesco S&P MidCap 400 GARP ETF
GRPM
+$765K

Top Sells

1
+$1.01M
2
+$886K
3
+$801K
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$728K
5
JETS icon
US Global Jets ETF
JETS
+$599K

Sector Composition

1 Technology 3.49%
2 Industrials 0.95%
3 Communication Services 0.81%
4 Consumer Staples 0.43%
5 Financials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.53%
2,101
-41
52
$1.2M 0.52%
3,154
+474
53
$1.14M 0.5%
22,652
-5,058
54
$1.14M 0.5%
17,542
+813
55
$1.08M 0.47%
5,537
+146
56
$1.05M 0.46%
30,467
+52
57
$1.04M 0.46%
22,661
-1,912
58
$974K 0.43%
19,513
+468
59
$958K 0.42%
19,505
+65
60
$957K 0.42%
14,335
-649
61
$930K 0.41%
38,341
-5,185
62
$924K 0.41%
14,864
-1,479
63
$924K 0.4%
+37,959
64
$914K 0.4%
3,964
+369
65
$883K 0.39%
23,904
-1,749
66
$872K 0.38%
18,991
+885
67
$797K 0.35%
2,334
-105
68
$787K 0.34%
15,486
+317
69
$734K 0.32%
5,747
-761
70
$721K 0.32%
17,129
+2,347
71
$701K 0.31%
21,738
-6,741
72
$637K 0.28%
5,096
-374
73
$634K 0.28%
8,011
-68
74
$632K 0.28%
3,349
75
$604K 0.26%
2,157
-43
1 2
3
4 5