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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 $198,905,941
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 708,479 $35,643,568 17.92%
2.
Vanguard Index Fds
 71,086 $21,605,078 10.86%
3.
Unitedhealth Group Inc
 UNH 39,823 $12,423,667 6.25%
4.
Spdr Series Trust
 143,554 $10,434,940 5.25%
5.
Schwab Strategic Trust
 FNDF 232,503 $6,203,180 3.12%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)