WAP
Wealthcare Advisory Partners Portfolio holdings
AUM
$4.38B
1-Year Return
13.29%
This Quarter Return
+6.5%
1 Year Return
+13.29%
3 Year Return
+46.64%
5 Year Return
+72.24%
10 Year Return
–
AUM
$912M
AUM Growth
+$110M
(+14%)
Cap. Flow
+$63.5M
Cap. Flow
% of AUM
6.96%
Top 10 Holdings %
Top 10 Hldgs %
46.66%
Holding
375
New
54
Increased
166
Reduced
110
Closed
13
Top Buys
| 1 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$9.6M |
| 2 |
iShares Global Clean Energy ETF
ICLN
|
+$4.72M |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$4.69M |
| 4 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$2.55M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$2.4M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.04M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$2.02M |
| 3 |
Apple
AAPL
|
+$1.63M |
| 4 |
SPDR Gold Trust
GLD
|
+$1.54M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$848K |
Sector Composition
| 1 | Technology | 3.82% |
| 2 | Industrials | 2.31% |
| 3 | Financials | 2.26% |
| 4 | Healthcare | 2.17% |
| 5 | Consumer Discretionary | 1.87% |
