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
401
$294K 0.02%
13,036
-156
402
$292K 0.02%
+7,483
403
$292K 0.02%
+4,479
404
$286K 0.02%
+1,524
405
$286K 0.02%
1,298
+164
406
$284K 0.02%
+16,800
407
$282K 0.02%
15,075
408
$282K 0.02%
3,080
409
$281K 0.02%
2,540
-150
410
$281K 0.02%
7,776
+18
411
$280K 0.02%
+1,983
412
$278K 0.02%
7,398
+204
413
$277K 0.02%
+1,525
414
$277K 0.02%
1,846
+2
415
$272K 0.02%
+1,826
416
$270K 0.02%
8,397
+1,410
417
$270K 0.02%
1,095
-1,041
418
$269K 0.02%
1,106
+23
419
$266K 0.02%
3,113
+623
420
$265K 0.02%
+2,158
421
$264K 0.02%
4,198
422
$264K 0.02%
+5,162
423
$264K 0.02%
5,301
+771
424
$263K 0.02%
+4,908
425
$262K 0.02%
4,009
+446
15 16
17
18 19