WAP
Wealthcare Advisory Partners Portfolio holdings
AUM
$4.38B
1-Year Return
13.29%
This Quarter Return
+2.96%
1 Year Return
+13.29%
3 Year Return
+46.64%
5 Year Return
+72.24%
10 Year Return
–
AUM
$337M
AUM Growth
+$131M
(+64%)
Cap. Flow
+$125M
Cap. Flow
% of AUM
37.25%
Top 10 Holdings %
Top 10 Hldgs %
55.47%
Holding
968
New
820
Increased
120
Reduced
–
Closed
4
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$5.8M |
| 2 |
Altria Group
MO
|
+$3.21M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$2.97M |
| 4 |
AT&T
T
|
+$2.61M |
| 5 |
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
|
+$2.31M |
Top Sells
| 1 |
MORE
Monogram Residential Trust, Inc.
MORE
|
+$168K |
| 2 |
FLG
Flagstar Financial, Inc.
FLG
|
+$7K |
| 3 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
+$5K |
Sector Composition
| 1 | Consumer Staples | 3.01% |
| 2 | Healthcare | 2.95% |
| 3 | Industrials | 2.51% |
| 4 | Financials | 2.44% |
| 5 | Technology | 1.99% |
