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WIP

WealthCare Investment Partners Portfolio holdings

AUM $360M
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$308M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$984K
3
+$960K
4
RECS icon
Columbia Research Enhanced Core ETF
RECS
+$910K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$861K

Top Sells

1
+$799K
2
+$690K
3
+$508K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$500K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$495K

Sector Composition

1 Technology 3.67%
2 Communication Services 1.24%
3 Consumer Discretionary 1.1%
4 Consumer Staples 0.83%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27M 8.78%
44,835
-262
2
$13.4M 4.36%
291,339
+12,712
3
$12.2M 3.97%
276,853
+2,023
4
$10.6M 3.45%
50,782
+2,553
5
$8.39M 2.72%
115,092
-4,821
6
$7.79M 2.53%
64,593
+4,939
7
$7.57M 2.45%
163,252
-10,894
8
$6.6M 2.14%
10,739
+784
9
$6.31M 2.05%
52,200
-4,351
10
$6.24M 2.02%
144,032
-5,655
11
$6.06M 1.97%
51,901
-2,971
12
$5.71M 1.85%
54,260
-3,240
13
$5.41M 1.75%
70,629
+3,295
14
$5.02M 1.63%
92,683
+50,331
15
$4.87M 1.58%
139,799
+710
16
$4.72M 1.53%
105,706
-6,328
17
$4.43M 1.44%
104,764
+23,939
18
$4.08M 1.32%
176,750
+12,810
19
$4.01M 1.3%
59,690
+128
20
$3.8M 1.23%
7,318
+406
21
$3.66M 1.19%
132,790
-15,351
22
$3.63M 1.18%
30,472
+1,281
23
$3.59M 1.17%
46,571
+1,326
24
$3.37M 1.09%
68,161
+5,019
25
$3.08M 1%
49,201
+4,512
1
2 3 4 5