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
$229M
AUM Growth
+$1.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$1.11M
3
+$564K
4
ETH
Grayscale Ethereum Mini Trust ETF
ETH
+$524K
5
GRPM icon
Invesco S&P MidCap 400 GARP ETF
GRPM
+$473K

Top Sells

1
+$1.51M
2
+$1.18M
3
+$877K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$756K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$692K

Sector Composition

1 Technology 3.96%
2 Communication Services 0.94%
3 Industrials 0.88%
4 Financials 0.7%
5 Consumer Staples 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.55%
36,095
+110
52
$1.22M 0.53%
14,346
-135
53
$1.22M 0.53%
+19,761
54
$1.14M 0.5%
30,521
+54
55
$1.11M 0.48%
+10,037
56
$1.09M 0.47%
11,756
-2,811
57
$1.08M 0.47%
5,548
+11
58
$1.07M 0.47%
15,579
+1,244
59
$1.06M 0.46%
18,660
-331
60
$1.05M 0.46%
19,913
+400
61
$1.04M 0.45%
16,431
-1,111
62
$974K 0.42%
19,098
-407
63
$897K 0.39%
6,486
+739
64
$893K 0.39%
4,117
+153
65
$836K 0.36%
13,684
-1,180
66
$808K 0.35%
23,739
-165
67
$781K 0.34%
32,371
-5,970
68
$774K 0.34%
2,113
-221
69
$765K 0.33%
16,552
-6,109
70
$751K 0.33%
3,410
+271
71
$741K 0.32%
7,668
+4,070
72
$720K 0.31%
17,284
+155
73
$711K 0.31%
9,149
+4,751
74
$706K 0.31%
3,727
+211
75
$634K 0.28%
18,260
-3,478
1 2
3
4 5