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
$113M
AUM Growth
+$9.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.43M
3
+$1.31M
4
JJG
iPath Series B Bloomberg Grains Subindex Total ReturnSM ETN
JJG
+$1.31M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.28M

Top Sells

1
+$680K
2
+$680K
3
+$646K
4
CNRG icon
State Street SPDR S&P Kensho Clean Power ETF
CNRG
+$562K
5
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$419K

Sector Composition

1 Technology 5.01%
2 Industrials 1.32%
3 Communication Services 1.16%
4 Financials 0.76%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$317K 0.28%
3,122
+319
77
$306K 0.27%
11,272
+51
78
$299K 0.27%
8,235
-2,484
79
$296K 0.26%
2,238
+266
80
$290K 0.26%
5,918
-6,751
81
$288K 0.26%
2,970
-590
82
$288K 0.26%
1,800
83
$286K 0.25%
2,770
+38
84
$278K 0.25%
7,425
-1,480
85
$274K 0.24%
17,675
+500
86
$256K 0.23%
3,340
-304
87
$253K 0.22%
+2,060
88
$249K 0.22%
3,952
+6
89
$249K 0.22%
9,044
+538
90
$249K 0.22%
+8,412
91
$244K 0.22%
6,490
-1,661
92
$241K 0.21%
2,093
-1,260
93
$239K 0.21%
2,220
-94
94
$236K 0.21%
+4,479
95
$235K 0.21%
3,879
-132
96
$232K 0.21%
5,168
+22
97
$230K 0.2%
2,652
-175
98
$216K 0.19%
2,224
-384
99
$212K 0.19%
+2,446
100
$210K 0.19%
+891
1 2 3
4
5