WAP

Wealthcare Advisory Partners Portfolio holdings

AUM $4.8B
1-Year Est. Return 14.12%
This Quarter Est. Return
1 Year Est. Return
+14.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
968
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$3.21M
3
+$2.97M
4
T icon
AT&T
T
+$2.61M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$2.31M

Top Sells

1
+$168K
2
+$7K
3
+$5K

Sector Composition

1 Consumer Staples 3.01%
2 Healthcare 2.95%
3 Industrials 2.51%
4 Financials 2.44%
5 Technology 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$91K 0.03%
+1,828
227
$90K 0.03%
+1,316
228
$89K 0.03%
+1,160
229
$89K 0.03%
+7,982
230
$88K 0.03%
+1,575
231
$87K 0.03%
+2,878
232
$87K 0.03%
+1,706
233
$86K 0.03%
+464
234
$85K 0.03%
+4,222
235
$85K 0.03%
1,019
+3
236
$85K 0.03%
+4,700
237
$84K 0.03%
+975
238
$84K 0.03%
635
+354
239
$83K 0.02%
+1,586
240
$83K 0.02%
+1,275
241
$81K 0.02%
+2,407
242
$81K 0.02%
+800
243
$80K 0.02%
+8,763
244
$80K 0.02%
+2,236
245
$80K 0.02%
+653
246
$79K 0.02%
+1,855
247
$79K 0.02%
+1,485
248
$78K 0.02%
+3,020
249
$78K 0.02%
+6,130
250
$77K 0.02%
+3,465
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