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
401
$318K 0.02%
1,082
+162
402
$315K 0.02%
23,487
+1,441
403
$314K 0.02%
1,813
+639
404
$312K 0.02%
1,185
-23
405
$312K 0.02%
6,984
+122
406
$311K 0.02%
1,704
+880
407
$311K 0.02%
13,518
+316
408
$309K 0.02%
12,398
+1,525
409
$307K 0.02%
5,604
+1,831
410
$304K 0.02%
1,354
+10
411
$303K 0.02%
14,361
+2,404
412
$301K 0.02%
3,654
-78
413
$300K 0.02%
1,422
-448
414
$300K 0.02%
+5,634
415
$299K 0.02%
2,010
-111
416
$299K 0.02%
2,931
-257
417
$298K 0.02%
1,522
+34
418
$297K 0.02%
15,075
419
$294K 0.02%
+8,898
420
$293K 0.02%
+4,537
421
$293K 0.02%
4,434
-3
422
$293K 0.02%
5,040
+25
423
$292K 0.02%
4,567
+919
424
$289K 0.02%
1,894
-12
425
$289K 0.02%
+4,625
15 16
17
18 19