Portfolio (Quarterly)
Guide ↗
WealthCare Investment Partners, LLC
· CIK 0001908462| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | — | IMMUNITYBIO INC | — | 16,710.0 | $146K | 0.04% | +200.0 | +1.2% | $8.76 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
57.7%
Technology
17.4%
Consumer Cyclical
6.5%
Consumer Defensive
5.7%
Communication Services
5.4%
Industrials
3.4%
Healthcare
2.7%
Energy
0.6%
Basic Materials
0.3%
Utilities
0.3%