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
276
$64K 0.02%
+2,284
277
$64K 0.02%
+203
278
$63K 0.02%
+990
279
$61K 0.02%
+2,322
280
$60K 0.02%
+729
281
$60K 0.02%
+498
282
$59K 0.02%
+412
283
$59K 0.02%
+477
284
$59K 0.02%
+1,612
285
$58K 0.02%
+1,804
286
$58K 0.02%
+1,001
287
$58K 0.02%
+748
288
$56K 0.02%
+1,252
289
$55K 0.02%
+294
290
$55K 0.02%
+124
291
$55K 0.02%
930
+540
292
$55K 0.02%
+1,300
293
$55K 0.02%
+446
294
$54K 0.02%
+922
295
$54K 0.02%
+2,159
296
$53K 0.02%
+2,925
297
$53K 0.02%
+600
298
$52K 0.02%
+5,148
299
$51K 0.02%
+1,500
300
$51K 0.02%
+1,028
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