WIP
WealthCare Investment Partners Portfolio holdings
AUM $236M
AUM
$236M
AUM Growth
+$6.58M (+3%)
Cap. Flow
+$22.4M
Cap. Flow % of AUM
9.52%
Top 10 Holdings %Top 10 Hldgs %
35.63%
Holding
154
New
8
Increased
81
Reduced
50
Closed
6
Top Buys
| 1 | $8.23M | |
| 2 | $4.39M | |
| 3 | $1.6M | |
| 4 | $1.27M | |
| 5 | $1.21M |
Top Sells
| 1 | $1.37M | |
| 2 | $1.31M | |
| 3 | $942K | |
| 4 | $566K | |
| 5 | $530K |
Sector Composition
| 1 | Technology | 2.89% |
| 2 | Communication Services | 0.78% |
| 3 | Industrials | 0.76% |
| 4 | Consumer Staples | 0.62% |
| 5 | Financials | 0.52% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -7,336 | Closed | – | |||
| $0 | 0% | 0 -677 | Closed | – | |||
| $0 | 0% | 0 -1,182 | Closed | – | |||
| $0 | 0% | 0 -1,643 | Closed | – |
