WAP

Wealthcare Advisory Partners Portfolio holdings

AUM $5.09B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
451
$759K 0.02%
3,355
-11
452
$753K 0.02%
11,493
453
$753K 0.02%
35,783
+608
454
$748K 0.02%
20,177
-131
455
$748K 0.02%
15,807
+2,693
456
$747K 0.02%
4,426
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457
$746K 0.02%
23,623
-5,163
458
$743K 0.02%
22,033
-567
459
$738K 0.02%
+15,538
460
$733K 0.02%
9,870
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461
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26,505
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462
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4,185
-67
463
$723K 0.02%
5,986
+1,389
464
$720K 0.02%
11,090
-2,123
465
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466
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29,150
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467
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-958
468
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30,654
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469
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25,308
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470
$695K 0.02%
+15,761
471
$694K 0.02%
20,440
-6,121
472
$683K 0.02%
8,333
-1,401
473
$670K 0.02%
10,670
-2,705
474
$670K 0.02%
8,381
-133
475
$667K 0.02%
11,295
-759
17 18
19
20 21