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
451
$230K 0.02%
+4,186
452
$228K 0.02%
+3,105
453
$227K 0.02%
2,539
+130
454
$224K 0.02%
+11,160
455
$221K 0.02%
1,662
-300
456
$220K 0.02%
+9,466
457
$220K 0.02%
+9,005
458
$220K 0.02%
+1,438
459
$219K 0.02%
11,026
-411
460
$219K 0.02%
+10,646
461
$217K 0.02%
3,485
-149
462
$217K 0.02%
+789
463
$216K 0.02%
1,724
-35
464
$216K 0.02%
+1,987
465
$216K 0.02%
+2,048
466
$216K 0.02%
6,580
467
$215K 0.02%
7,800
+500
468
$215K 0.02%
+3,302
469
$214K 0.02%
+3,569
470
$214K 0.02%
+2,670
471
$213K 0.02%
+2,696
472
$212K 0.02%
+5,819
473
$212K 0.02%
+1,503
474
$211K 0.02%
13,080
-4,818
475
$211K 0.02%
+8,541
17 18
19
20 21