WIP
WealthCare Investment Partners Portfolio holdings
AUM
$278M
This Quarter Return
+5.92%
1 Year Return
+14.35%
3 Year Return
+42.86%
5 Year Return
–
10 Year Return
–
AUM
$103M
AUM Growth
–
Cap. Flow
+$103M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
42.16%
Holding
99
New
99
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$15.4M |
| 2 |
First Trust Value Line Dividend Fund
FVD
|
$7.67M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$3.64M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$3.2M |
| 5 |
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% |
