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
301
$470K 0.03%
+1,438
302
$470K 0.03%
9,010
-1,160
303
$467K 0.03%
+5,579
304
$465K 0.03%
12,556
+3,165
305
$464K 0.03%
7,368
+1,812
306
$461K 0.03%
54,660
-3,972
307
$460K 0.03%
+8,964
308
$460K 0.03%
23,512
-641
309
$459K 0.03%
+3,307
310
$457K 0.03%
11,952
-200
311
$456K 0.03%
+18,950
312
$456K 0.03%
8,715
-952
313
$448K 0.03%
3,243
+627
314
$447K 0.03%
+5,867
315
$442K 0.03%
3,419
316
$440K 0.03%
+8,961
317
$437K 0.03%
29,325
+9,020
318
$437K 0.03%
+2,270
319
$431K 0.03%
+5,685
320
$429K 0.03%
+6,260
321
$428K 0.03%
30,774
-834
322
$427K 0.03%
1,873
+216
323
$424K 0.03%
12,458
-85,357
324
$417K 0.03%
12,822
+2,520
325
$414K 0.03%
10,791
+2,774
11 12
13
14 15