WAP

Wealthcare Advisory Partners Portfolio holdings

AUM $4.38B
1-Year Est. Return 13.29%
This Quarter Est. Return
1 Year Est. Return
+13.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$6.74M
3
+$6.51M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.37M
5
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$2.51M

Top Sells

1
+$10.2M
2
+$2.35M
3
+$1.67M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.31M
5
AMZN icon
Amazon
AMZN
+$887K

Sector Composition

1 Technology 5.11%
2 Financials 2.87%
3 Healthcare 2.63%
4 Industrials 2.32%
5 Consumer Discretionary 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$350K 0.02%
4,105
+1,450
377
$349K 0.02%
2,078
+107
378
$348K 0.02%
8,188
+55
379
$346K 0.02%
2,995
-130
380
$346K 0.02%
6,566
+751
381
$344K 0.02%
6,431
+356
382
$344K 0.02%
7,420
+602
383
$342K 0.02%
17,039
+809
384
$339K 0.02%
+2,027
385
$339K 0.02%
10,424
386
$339K 0.02%
4,654
+145
387
$338K 0.02%
4,167
+14
388
$336K 0.02%
10,616
389
$336K 0.02%
99,250
+39,900
390
$336K 0.02%
1,715
+358
391
$335K 0.02%
5,902
-49
392
$334K 0.02%
5,335
-599
393
$328K 0.02%
3,256
-143
394
$325K 0.02%
2,521
+176
395
$325K 0.02%
1,343
+60
396
$323K 0.02%
32,587
-500
397
$321K 0.02%
2,380
+8
398
$319K 0.02%
3,608
-454
399
$318K 0.02%
3,360
+13
400
$318K 0.02%
2,579
-610
14 15
16
17 18