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
$167M
AUM Growth
+$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$2.61M
3
+$2.13M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.1M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.78M

Top Sells

1
+$3M
2
+$2.71M
3
+$2.49M
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$2.01M
5
AAPL icon
Apple
AAPL
+$1.67M

Sector Composition

1 Technology 2.58%
2 Real Estate 1.38%
3 Industrials 0.95%
4 Communication Services 0.73%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$408K 0.24%
7,918
+119
77
$387K 0.23%
2,972
78
$380K 0.23%
13,080
-234
79
$377K 0.23%
9,060
-3,848
80
$350K 0.21%
+4,368
81
$347K 0.21%
3,531
+87
82
$346K 0.21%
6,857
-49,294
83
$344K 0.21%
22,411
+426
84
$330K 0.2%
4,424
-6,765
85
$310K 0.19%
16,552
+20
86
$308K 0.18%
2,451
+25
87
$295K 0.18%
1,372
+5
88
$284K 0.17%
5,455
89
$276K 0.17%
2,581
+21
90
$271K 0.16%
6,551
-3,811
91
$271K 0.16%
1,771
92
$268K 0.16%
+1,605
93
$266K 0.16%
5,755
-259
94
$266K 0.16%
2,723
+6
95
$259K 0.16%
+1,716
96
$251K 0.15%
9,560
-875
97
$250K 0.15%
1,800
98
$250K 0.15%
6,293
+29
99
$244K 0.15%
785
+4
100
$243K 0.15%
3,997
+7
2 3
4
5 6