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
$117M
AUM Growth
+$4.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.7M
3
+$1.52M
4
RSPU icon
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
+$1.45M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$1.26M

Top Sells

1
+$437K
2
+$340K
3
+$325K
4
FLJH icon
Franklin FTSE Japan Hedged ETF
FLJH
+$293K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$253K

Sector Composition

1 Technology 4.21%
2 Industrials 1.19%
3 Communication Services 1.11%
4 Financials 0.66%
5 Healthcare 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$326K 0.28%
7,653
+351
77
$325K 0.28%
2,113
+2
78
$313K 0.27%
4,031
-54
79
$313K 0.27%
+4,475
80
$307K 0.26%
+7,376
81
$301K 0.26%
1,359
-20
82
$292K 0.25%
+11,330
83
$292K 0.25%
1,800
84
$283K 0.24%
2,600
+40
85
$276K 0.24%
10,456
-816
86
$274K 0.23%
3,279
+157
87
$268K 0.23%
2,844
+606
88
$268K 0.23%
2,784
+14
89
$250K 0.21%
13,430
-3,365
90
$248K 0.21%
+1,831
91
$246K 0.21%
5,900
+93
92
$235K 0.2%
2,941
-29
93
$231K 0.2%
8,454
-2,491
94
$230K 0.2%
8,254
-158
95
$228K 0.2%
7,043
-1,192
96
$228K 0.2%
2,634
+414
97
$227K 0.19%
5,157
+678
98
$227K 0.19%
828
+154
99
$222K 0.19%
+5,165
100
$215K 0.18%
12,159
+1,529
1 2 3
4
5