WAP

Wealthcare Advisory Partners Portfolio holdings

AUM $3.73B
This Quarter Return
-1.51%
1 Year Return
+6.38%
3 Year Return
+18.08%
5 Year Return
+84.1%
10 Year Return
AUM
$3.73B
AUM Growth
+$127M
Cap. Flow
+$212M
Cap. Flow %
5.68%
Top 10 Hldgs %
26.21%
Holding
957
New
70
Increased
465
Reduced
330
Closed
54
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$2.06M0.06% 28,206
+6,684
+31%
+$487K
$2.05M0.06% 62,281
+1,381
+2%
+$45.5K
$2.05M0.05% 9,966
-417
-4%
-$85.7K
$2.04M0.05% 24,191
-1,328
-5%
-$112K
$2.04M0.05% 18,175
-88
-0.5%
-$9.86K
$2.03M0.05% 25,689
-789
-3%
-$62.2K
$2M0.05% 2,148
+220
+11%
+$205K
$1.99M0.05% 9,375
+616
+7%
+$130K
$1.98M0.05% 6,561
+265
+4%
+$80K
$1.98M0.05% 23,224
-340
-1%
-$28.9K
$1.97M0.05% 59,165
-756
-1%
-$25.1K
$1.95M0.05% 19,608
+1,279
+7%
+$127K
$1.94M0.05% 8,339
+257
+3%
+$59.9K
$1.94M0.05% 7,655
+95
+1%
+$24.1K
$1.94M0.05% 20,868
-585
-3%
-$54.3K
$1.91M0.05% 15,680
+1,109
+8%
+$135K
$1.9M0.05% 80,972
-1,019
-1%
-$23.9K
$1.89M0.05% 28,563
+3,489
+14%
+$231K
$1.87M0.05% 6,137
-286
-4%
-$87.4K
$1.87M0.05% 71,547
-1,039
-1%
-$27.2K
$1.85M0.05% 37,062
+5,406
+17%
+$269K
$1.84M0.05% 5,971
-621
-9%
-$192K
$1.84M0.05% 39,547
-2,001
-5%
-$93K
$1.83M0.05% 25,424
+21,105
+489%
+$1.52M
$1.82M0.05% 19,640
+2,783
+17%
+$258K