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
$3.2B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$5.47M
3
+$4.69M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$3.48M
5
AAPL icon
Apple
AAPL
+$3.44M

Top Sells

1
+$5.07M
2
+$4.99M
3
+$2.6M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.44M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.07M

Sector Composition

1 Technology 6.94%
2 Financials 3.14%
3 Healthcare 2.23%
4 Industrials 2.13%
5 Consumer Discretionary 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$858K 0.03%
20,068
+182
427
$856K 0.03%
12,198
+391
428
$853K 0.03%
38,485
-1,065
429
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20,671
-2,888
430
$847K 0.03%
3,393
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431
$838K 0.03%
8,323
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432
$835K 0.03%
8,165
+675
433
$833K 0.03%
5,357
+385
434
$832K 0.03%
66,368
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435
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31,957
+71
436
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22,201
-2,069
437
$826K 0.03%
13,747
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438
$824K 0.03%
53,466
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439
$817K 0.03%
3,268
-1,179
440
$811K 0.03%
+32,639
441
$810K 0.03%
11,855
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442
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10,342
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443
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4,622
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444
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18,437
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445
$797K 0.02%
10,113
-1,565
446
$790K 0.02%
22,828
+3,655
447
$770K 0.02%
120,900
-257
448
$767K 0.02%
10,935
-94
449
$766K 0.02%
8,298
-571
450
$766K 0.02%
12,892
-522
16 17
18
19 20