WIP
WealthCare Investment Partners Portfolio holdings
AUM
$278M
1-Year Est. Return
14.35%
1 Year Est. Return
+14.35%
AUM
$236M
AUM Growth
+$6.58M
(+2.9%)
Holding
154
Top Buys
| 1 | +$8.23M | |
| 2 | +$4.39M | |
| 3 | +$1.6M | |
| 4 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$1.27M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$1.21M |
Top Sells
| 1 | +$1.37M | |
| 2 | +$1.31M | |
| 3 | +$942K | |
| 4 |
Columbia EM Core ex-China ETF
XCEM
|
+$566K |
| 5 |
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
Alerian Energy Infrastructure ETF
ENFR
$299M
| – | – |
-7,336
|
|
||
152
LPL Financial
LPLA
$30.2B
| – | – |
-677
|
|
||
153
Texas Instruments
TXN
$147B
| – | – |
-1,182
|
|
||
154
United Parcel Service
UPS
$81.7B
| – | – |
-1,643
|
|