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
351
$357K 0.03%
1,955
+310
352
$352K 0.03%
10,616
353
$351K 0.03%
+9,240
354
$348K 0.03%
3,925
-457
355
$347K 0.03%
4,211
-238
356
$345K 0.03%
32,290
+12,196
357
$343K 0.02%
+2,565
358
$343K 0.02%
+5,962
359
$343K 0.02%
+13,680
360
$342K 0.02%
+18,733
361
$339K 0.02%
+1,682
362
$339K 0.02%
+8,684
363
$335K 0.02%
5,935
+935
364
$335K 0.02%
3,323
-84
365
$335K 0.02%
1,772
+343
366
$334K 0.02%
6,305
+1,003
367
$327K 0.02%
2,804
-40
368
$326K 0.02%
10,424
+347
369
$326K 0.02%
3,334
-525
370
$325K 0.02%
6,147
-1,603
371
$324K 0.02%
+6,742
372
$324K 0.02%
7,209
+2,603
373
$323K 0.02%
31,000
+12,500
374
$320K 0.02%
15,061
-565
375
$320K 0.02%
5,015
+990
13 14
15
16 17