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
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$7.67M
3
+$3.64M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.19M
5
SIMS icon
State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
+$2.52M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.9%
2 Industrials 2.1%
3 Communication Services 1.12%
4 Financials 0.88%
5 Healthcare 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$305K 0.3%
+1,972
77
$300K 0.29%
+686
78
$295K 0.29%
+2,827
79
$289K 0.28%
+3,946
80
$287K 0.28%
+1,377
81
$284K 0.27%
+8,151
82
$283K 0.27%
+5,146
83
$279K 0.27%
+2,955
84
$279K 0.27%
+672
85
$274K 0.27%
+2,608
86
$273K 0.26%
+4,011
87
$257K 0.25%
+1,496
88
$253K 0.24%
+7,845
89
$247K 0.24%
+8,506
90
$240K 0.23%
+5,584
91
$238K 0.23%
+5,024
92
$235K 0.23%
+2,732
93
$229K 0.22%
+3,953
94
$228K 0.22%
+2,408
95
$221K 0.21%
+2,314
96
$220K 0.21%
+7,875
97
$218K 0.21%
+3,865
98
$212K 0.21%
+11,172
99
$207K 0.2%
+1,030
1 2 3
4