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
376
$319K 0.02%
+1,230
377
$319K 0.02%
+11,865
378
$317K 0.02%
14,629
-542
379
$317K 0.02%
1,806
+37
380
$315K 0.02%
2,125
+456
381
$314K 0.02%
9,925
-48
382
– –
0
383
$313K 0.02%
+5,093
384
$313K 0.02%
5,523
-920
385
$313K 0.02%
10,673
+2,368
386
$311K 0.02%
32,787
+20,100
387
$311K 0.02%
+913
388
$311K 0.02%
9,147
-865
389
$308K 0.02%
+2,607
390
$305K 0.02%
+7,000
391
$305K 0.02%
+3,349
392
$303K 0.02%
2,610
+330
393
$303K 0.02%
3,515
+400
394
$301K 0.02%
+1,245
395
$301K 0.02%
+1,401
396
$300K 0.02%
937
-298
397
$297K 0.02%
394
+73
398
$297K 0.02%
3,916
+922
399
$295K 0.02%
2,106
-230
400
$294K 0.02%
+4,604
14 15
16
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