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
$236M
AUM Growth
+$6.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$4.52M
3
+$1.66M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.44M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.42M

Top Sells

1
+$1.36M
2
+$1.26M
3
+$952K
4
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$617K
5
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$585K

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
– –
-1,643
154
– –
-1,182
3 4 5 6
7