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Home > Institutional Investor > Wealthcare Capital Partners, Llc > Profile

Instuitional Investor - Wealthcare Capital Partners, Llc

Fund Profile
Filing Period:
Fund Name: Wealthcare Capital Partners, Llc
Portfolio Value $191,973,863
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 774,275 $38,961,519 20.29%
2.
Vanguard Index Fds
 70,355 $20,389,631 10.62%
3.
Unitedhealth Group Inc
 UNH 40,233 $20,352,433 10.6%
4.
Spdr Series Trust
 127,293 $8,775,579 4.57%
5.
Schwab Strategic Trust
 FNDF 239,345 $6,182,281 3.22%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)