WAP

Wealthcare Advisory Partners Portfolio holdings

AUM $5.09B
1-Year Est. Return 16.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
+$5.69M
2
+$3.38M
3
+$2.9M
4
T icon
AT&T
T
+$2.5M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$2.28M

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
251
$77K 0.02%
+859
252
$76K 0.02%
1,045
+1,044
253
$76K 0.02%
+1,275
254
$75K 0.02%
+1,598
255
$74K 0.02%
+1,540
256
$74K 0.02%
+5,626
257
$74K 0.02%
+909
258
$74K 0.02%
+560
259
$74K 0.02%
+5,500
260
$73K 0.02%
+1,796
261
$73K 0.02%
1,142
+1,141
262
$72K 0.02%
+2,250
263
$72K 0.02%
+251
264
$72K 0.02%
+1,300
265
$71K 0.02%
+742
266
$70K 0.02%
+7,853
267
$70K 0.02%
981
268
$70K 0.02%
+2,220
269
$69K 0.02%
+1,474
270
$68K 0.02%
+1,355
271
$68K 0.02%
+2,137
272
$68K 0.02%
+5,543
273
$67K 0.02%
+560
274
$67K 0.02%
1,126
+126
275
$65K 0.02%
+612
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