WAP

Wealthcare Advisory Partners Portfolio holdings

AUM $5.09B
1-Year Est. Return 16.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
968
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$3.38M
3
+$2.9M
4
T icon
AT&T
T
+$2.5M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$2.28M

Top Sells

1
+$168K
2
+$7K
3
+$5K

Sector Composition

1 Consumer Staples 3.01%
2 Healthcare 2.95%
3 Industrials 2.51%
4 Financials 2.44%
5 Technology 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$18K 0.01%
+260
452
$18K 0.01%
852
453
$18K 0.01%
+458
454
$17K 0.01%
+229
455
$17K 0.01%
+234
456
$17K 0.01%
+1,102
457
$17K 0.01%
+608
458
$17K 0.01%
+203
459
$17K 0.01%
+2,000
460
$16K ﹤0.01%
+345
461
$16K ﹤0.01%
+445
462
$16K ﹤0.01%
+353
463
$16K ﹤0.01%
+271
464
$16K ﹤0.01%
+890
465
$16K ﹤0.01%
+233
466
$16K ﹤0.01%
+103
467
$16K ﹤0.01%
261
+260
468
$16K ﹤0.01%
+555
469
$16K ﹤0.01%
+514
470
$15K ﹤0.01%
+715
471
$15K ﹤0.01%
+606
472
$15K ﹤0.01%
+395
473
$15K ﹤0.01%
+325
474
$15K ﹤0.01%
+290
475
$15K ﹤0.01%
+204
17 18
19
20 21