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
$228M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.04M
3
+$924K
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$821K
5
GRPM icon
Invesco S&P MidCap 400 GARP ETF
GRPM
+$765K

Top Sells

1
+$1.01M
2
+$886K
3
+$801K
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$728K
5
JETS icon
US Global Jets ETF
JETS
+$599K

Sector Composition

1 Technology 3.49%
2 Industrials 0.95%
3 Communication Services 0.81%
4 Consumer Staples 0.43%
5 Financials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$600K 0.26%
21,742
+303
77
$573K 0.25%
3,516
-196
78
$572K 0.25%
5,441
-485
79
$568K 0.25%
3,139
-333
80
$564K 0.25%
27,294
-28,989
81
$551K 0.24%
9,803
+25
82
$526K 0.23%
10,715
+242
83
$519K 0.23%
913
+4
84
$515K 0.23%
12,887
-74
85
$514K 0.23%
10,229
+807
86
$513K 0.22%
22,477
+280
87
$508K 0.22%
951
+4
88
$496K 0.22%
8,509
+102
89
$492K 0.22%
10,367
-310
90
$479K 0.21%
839
+300
91
$475K 0.21%
18,460
-1,076
92
$473K 0.21%
21,726
-2,412
93
$472K 0.21%
3,706
-439
94
$461K 0.2%
1,856
+52
95
$459K 0.2%
5,955
+1,293
96
$447K 0.2%
1,903
+25
97
$446K 0.2%
7,486
-889
98
$441K 0.19%
8,403
-158
99
$423K 0.19%
+12,555
100
$420K 0.18%
6,785
+1,619
2 3
4
5 6