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
451
$263K 0.02%
5,880
+724
452
$262K 0.02%
12,782
-4,614
453
$262K 0.02%
1,307
+68
454
$261K 0.02%
646
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455
$261K 0.02%
1,440
+6
456
$260K 0.02%
+6,848
457
$260K 0.02%
9,130
+2,700
458
$259K 0.02%
10,958
-26
459
$258K 0.02%
+2,889
460
$258K 0.02%
2,502
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461
$256K 0.02%
14,925
-3,335
462
$255K 0.02%
2,649
-19
463
$255K 0.02%
+3,180
464
$253K 0.02%
4,166
-276
465
$252K 0.02%
9,955
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466
$246K 0.02%
8,230
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467
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468
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7,310
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469
$244K 0.02%
4,322
-50
470
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3,378
471
$243K 0.02%
+2,332
472
$240K 0.02%
1,338
-25
473
$238K 0.02%
6,506
-160
474
$238K 0.02%
+2,419
475
$238K 0.02%
1,865
+126
17 18
19
20 21