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
101
$448K 0.2%
1,831
-25
102
$446K 0.19%
1,860
-43
103
$440K 0.19%
3,518
-188
104
$439K 0.19%
7,352
-134
105
$423K 0.18%
6,814
+29
106
$406K 0.18%
2,917
+195
107
$379K 0.17%
2,006
+23
108
$330K 0.14%
10,039
109
$322K 0.14%
538
-4
110
$318K 0.14%
2,839
+9
111
$311K 0.14%
4,758
+85
112
$306K 0.13%
4,051
+9
113
$301K 0.13%
1,580
+10
114
$298K 0.13%
51,404
115
$293K 0.13%
7,593
-581
116
$289K 0.13%
11,553
+799
117
$282K 0.12%
+4,203
118
$274K 0.12%
10,078
119
$273K 0.12%
2,460
+97
120
$258K 0.11%
957
+4
121
$258K 0.11%
2,947
-43
122
$257K 0.11%
1,800
123
$253K 0.11%
+2,808
124
$251K 0.11%
5,395
+217
125
$248K 0.11%
5,116
+56
2 3 4
5
6