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
276
$534K 0.04%
10,371
+274
277
$531K 0.04%
26,219
-223
278
$528K 0.04%
15,355
+3,325
279
$525K 0.04%
3,256
+242
280
$524K 0.04%
20,617
281
$522K 0.04%
5,697
+32
282
$516K 0.04%
1,607
+359
283
$515K 0.04%
10,350
+100
284
$510K 0.04%
9,535
+3,750
285
$508K 0.04%
17,000
286
$502K 0.04%
7,286
+170
287
$501K 0.04%
13,006
-774
288
$498K 0.04%
40,637
+11,017
289
$497K 0.04%
14,010
+510
290
$497K 0.04%
5,708
+1,480
291
$496K 0.04%
+12,177
292
$488K 0.04%
6,317
+768
293
$486K 0.04%
5,545
+677
294
$485K 0.04%
6,183
+2,012
295
$484K 0.04%
4,921
+2,556
296
$482K 0.03%
11,173
-50,383
297
$478K 0.03%
19,650
+6,346
298
$478K 0.03%
9,901
+589
299
$477K 0.03%
10,962
+361
300
$474K 0.03%
+1,605
10 11
12
13 14