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
426
$260K 0.02%
13,765
+1,000
427
$260K 0.02%
+1,401
428
$258K 0.02%
+3,065
429
$257K 0.02%
5,023
+278
430
$256K 0.02%
+2,650
431
$255K 0.02%
+1,607
432
$254K 0.02%
15,140
+4,140
433
$254K 0.02%
7,125
-255
434
$253K 0.02%
14,552
435
$253K 0.02%
+9,164
436
$251K 0.02%
3,609
-1,701
437
$249K 0.02%
2,882
-320
438
$248K 0.02%
+18,729
439
$247K 0.02%
4,103
-41
440
$244K 0.02%
+4,275
441
$244K 0.02%
+11,675
442
$244K 0.02%
1,367
-243
443
$243K 0.02%
2,563
444
$242K 0.02%
18,236
+8,211
445
$242K 0.02%
+529
446
$241K 0.02%
+8,867
447
$239K 0.02%
668
+50
448
$238K 0.02%
+1,020
449
$237K 0.02%
473
+29
450
$232K 0.02%
2,903
+358
16 17
18
19 20