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
$1.38B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,132
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$7.35M
3
+$6.78M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$6.37M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.99M

Top Sells

1
+$5.62M
2
+$4.7M
3
+$4.04M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.65M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$2.91M

Sector Composition

1 Technology 5.03%
2 Financials 3.03%
3 Healthcare 3%
4 Industrials 2.81%
5 Consumer Discretionary 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$614K 0.04%
+3,349
252
$607K 0.04%
+2,199
253
$602K 0.04%
3,221
+1,270
254
$601K 0.04%
49,095
-5,237
255
$597K 0.04%
+30,702
256
$596K 0.04%
1,601
+602
257
$595K 0.04%
+9,550
258
$594K 0.04%
7,853
+282
259
$591K 0.04%
3,752
+466
260
$590K 0.04%
18,905
+93
261
$587K 0.04%
5,143
+524
262
$581K 0.04%
9,934
+403
263
$580K 0.04%
8,250
264
$577K 0.04%
11,287
265
$571K 0.04%
6,438
+1,118
266
$567K 0.04%
6,356
+1,420
267
$565K 0.04%
7,291
+34
268
$565K 0.04%
+2,804
269
$563K 0.04%
9,856
270
$553K 0.04%
5,533
-3,963
271
$553K 0.04%
28,220
+7,070
272
$547K 0.04%
7,268
+2,019
273
$544K 0.04%
7,295
+848
274
$541K 0.04%
19,698
+3,996
275
$540K 0.04%
62,187
9 10
11
12 13