WIP
WealthCare Investment Partners Portfolio holdings
AUM
$278M
This Quarter Return
-0.46%
1 Year Return
+14.35%
3 Year Return
+42.86%
5 Year Return
–
10 Year Return
–
AUM
$229M
AUM Growth
+$229M
(+0.48%)
Cap. Flow
+$8.46M
Cap. Flow
% of AUM
3.69%
Top 10 Holdings %
Top 10 Hldgs %
36%
Holding
150
New
10
Increased
85
Reduced
43
Closed
4
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$2.74M |
| 2 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$1.92M |
| 3 |
Global X MLP & Energy Infrastructure ETF
MLPX
|
$1.22M |
| 4 |
iShares US Financials ETF
IYF
|
$1.11M |
| 5 |
Columbia India Consumer ETF
INCO
|
$564K |
Top Sells
Sector Composition
| 1 | Technology | 3.96% |
| 2 | Communication Services | 0.94% |
| 3 | Industrials | 0.88% |
| 4 | Financials | 0.7% |
| 5 | Consumer Staples | 0.57% |
