WIP

WealthCare Investment Partners Portfolio holdings

AUM $343M
1-Year Est. Return 18.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.42M
3
+$2.16M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.82M
5
IAU icon
iShares Gold Trust
IAU
+$1.35M

Top Sells

1
+$3M
2
+$2.72M
3
+$2.5M
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$2.02M
5
AAPL icon
Apple
AAPL
+$1.67M

Sector Composition

1 Technology 2.58%
2 Real Estate 1.38%
3 Industrials 0.95%
4 Communication Services 0.73%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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128
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129
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-6,558
130
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-7,815
131
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-1,036
132
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-961
133
– –
-3,080
134
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-39,664
2 3 4 5
6