WIP

WealthCare Investment Partners Portfolio holdings

AUM $360M
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$308M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$984K
3
+$960K
4
RECS icon
Columbia Research Enhanced Core ETF
RECS
+$910K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$861K

Top Sells

1
+$799K
2
+$690K
3
+$508K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$500K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$495K

Sector Composition

1 Technology 3.67%
2 Communication Services 1.24%
3 Consumer Discretionary 1.1%
4 Consumer Staples 0.83%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.73M 0.56%
11,372
+826
52
$1.72M 0.56%
40,117
+13,350
53
$1.69M 0.55%
66,221
+323
54
$1.68M 0.55%
8,975
+758
55
$1.68M 0.54%
15,017
-349
56
$1.67M 0.54%
42,088
+182
57
$1.66M 0.54%
9,120
58
$1.61M 0.52%
130,943
+57,447
59
$1.6M 0.52%
37,348
-1,573
60
$1.57M 0.51%
24,212
-5,046
61
$1.57M 0.51%
2,083
-53
62
$1.54M 0.5%
17,561
+207
63
$1.53M 0.5%
20,646
+2,019
64
$1.53M 0.5%
24,287
+1,407
65
$1.47M 0.48%
38,503
-4,002
66
$1.4M 0.46%
16,131
+221
67
$1.4M 0.45%
6,689
-818
68
$1.24M 0.4%
26,598
+1,960
69
$1.22M 0.4%
5,618
+91
70
$1.19M 0.39%
15,125
+360
71
$1.06M 0.34%
24,557
+737
72
$1.05M 0.34%
4,766
+1,557
73
$999K 0.32%
3,344
+108
74
$974K 0.32%
39,377
-17,084
75
$961K 0.31%
14,058
+25
1 2
3
4 5