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
$229M
AUM Growth
+$1.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$1.11M
3
+$564K
4
ETH
Grayscale Ethereum Mini Trust ETF
ETH
+$524K
5
GRPM icon
Invesco S&P MidCap 400 GARP ETF
GRPM
+$473K

Top Sells

1
+$1.51M
2
+$1.18M
3
+$877K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$756K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$692K

Sector Composition

1 Technology 3.96%
2 Communication Services 0.94%
3 Industrials 0.88%
4 Financials 0.7%
5 Consumer Staples 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$620K 0.27%
2,143
-14
77
$615K 0.27%
3,349
78
$614K 0.27%
7,986
-25
79
$602K 0.26%
22,096
+354
80
$588K 0.26%
5,065
-31
81
$580K 0.25%
13,098
+211
82
$580K 0.25%
5,452
+11
83
$574K 0.25%
11,315
-4,171
84
$544K 0.24%
23,818
+2,092
85
$539K 0.24%
9,845
+42
86
$524K 0.23%
+16,087
87
$519K 0.23%
10,738
+23
88
$512K 0.22%
10,240
+11
89
$511K 0.22%
875
-38
90
$511K 0.22%
18,337
-123
91
$506K 0.22%
22,788
+311
92
$500K 0.22%
8,461
+58
93
$483K 0.21%
8,544
+35
94
$482K 0.21%
10,416
+49
95
$481K 0.21%
820
-19
96
$471K 0.21%
13,583
+1,028
97
$462K 0.2%
6,179
+224
98
$457K 0.2%
18,211
-9,083
99
$449K 0.2%
8,919
-13,733
100
$448K 0.2%
958
+7
2 3
4
5 6