WIP
WealthCare Investment Partners Portfolio holdings
AUM
$278M
1-Year Est. Return
14.35%
1 Year Est. Return
+14.35%
AUM
$278M
AUM Growth
+$42.3M
(+18%)
Holding
158
Top Buys
| 1 | +$2.15M | |
| 2 | +$1.03M | |
| 3 | +$911K | |
| 4 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$798K |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
+$700K |
Top Sells
| 1 | +$1.02M | |
| 2 | +$835K | |
| 3 | +$790K | |
| 4 |
Capital Group Growth ETF
CGGR
|
+$640K |
| 5 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$580K |
Sector Composition
| 1 | Technology | 3.59% |
| 2 | Communication Services | 0.97% |
| 3 | Industrials | 0.73% |
| 4 | Financials | 0.62% |
| 5 | Consumer Staples | 0.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Vanguard US Quality Factor ETF
VFQY
$419M
| $214K | 0.08% |
+1,456
|
|
||
152
Exxon Mobil
XOM
$482B
| $213K | 0.08% |
1,901
-71
|
|
||
153
iShares Short Treasury Bond ETF
SHV
$20.7B
| $211K | 0.08% |
1,918
+13
|
|
||
154
General Dynamics
GD
$93.2B
| $207K | 0.07% |
703
-44
|
|
||
155
Invesco S&P 500 Quality ETF
SPHQ
$15.3B
| $206K | 0.07% |
+2,859
|
|
||
156
Global X Cybersecurity ETF
BUG
$1.11B
| $205K | 0.07% |
+5,530
|
|
||
157
ImmunityBio
IBRX
$2.36B
| $44.9K | 0.02% |
16,510
|
|
||
158
John Hancock Multifactor Mid Cap ETF
JHMM
$4.4B
| – | – |
-7,131
|
|