WIP
WealthCare Investment Partners Portfolio holdings
AUM
$278M
This Quarter Return
+6.8%
1 Year Return
+14.35%
3 Year Return
+42.86%
5 Year Return
–
10 Year Return
–
AUM
$207M
AUM Growth
+$207M
(+13%)
Cap. Flow
+$17.1M
Cap. Flow
% of AUM
8.25%
Top 10 Holdings %
Top 10 Hldgs %
38.36%
Holding
139
New
9
Increased
67
Reduced
46
Closed
9
Top Buys
| 1 |
iShares US Consumer Staples ETF
IYK
|
$4.4M |
| 2 |
Invesco S&P MidCap 400 GARP ETF
GRPM
|
$2.28M |
| 3 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$1.95M |
| 4 |
Fidelity Total Bond ETF
FBND
|
$1.94M |
| 5 |
Columbia EM Core ex-China ETF
XCEM
|
$1.44M |
Top Sells
Sector Composition
| 1 | Technology | 3.9% |
| 2 | Industrials | 0.99% |
| 3 | Communication Services | 0.86% |
| 4 | Consumer Discretionary | 0.54% |
| 5 | Healthcare | 0.43% |
