WIP

WealthCare Investment Partners Portfolio holdings

AUM $308M
1-Year Est. Return 16.09%
This Quarter Est. Return
1 Year Est. Return
+16.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$6.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$4.39M
3
+$1.6M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.27M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.21M

Top Sells

1
+$1.37M
2
+$1.31M
3
+$942K
4
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$566K
5
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$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 Change
in Stake 		Capital Flow
151
– –
-7,336
152
– –
-677
153
– –
-1,182
154
– –
-1,643
3 4 5 6
7