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
326
$414K 0.03%
3,839
+1
327
$412K 0.03%
1,802
+25
328
$409K 0.03%
5,779
+151
329
$409K 0.03%
6,256
-3,603
330
$408K 0.03%
17,071
-350
331
$406K 0.03%
8,885
332
$405K 0.03%
21,632
+1,518
333
$398K 0.03%
+7,415
334
$397K 0.03%
3,818
+129
335
$397K 0.03%
5,544
+1,051
336
$393K 0.03%
7,196
+439
337
$390K 0.03%
+8,574
338
$389K 0.03%
1,402
+215
339
$388K 0.03%
4,047
+550
340
$380K 0.03%
3,189
+1,243
341
$379K 0.03%
4,144
-1,613
342
$375K 0.03%
4,429
-412
343
$374K 0.03%
24,118
344
$373K 0.03%
2,642
+203
345
$372K 0.03%
4,525
+141
346
$372K 0.03%
3,146
-284
347
$371K 0.03%
16,856
-14,537
348
$363K 0.03%
3,951
-789
349
$361K 0.03%
2,146
+773
350
$360K 0.03%
3,529
-73
12 13
14
15 16