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
476
$15K ﹤0.01%
+349
477
$15K ﹤0.01%
+260
478
$15K ﹤0.01%
+100
479
$15K ﹤0.01%
+446
480
$14K ﹤0.01%
+550
481
$14K ﹤0.01%
+400
482
$14K ﹤0.01%
+221
483
$14K ﹤0.01%
392
484
$14K ﹤0.01%
+300
485
$14K ﹤0.01%
+100
486
$14K ﹤0.01%
+122
487
$14K ﹤0.01%
+225
488
$14K ﹤0.01%
+485
489
$14K ﹤0.01%
+123
490
$14K ﹤0.01%
+100
491
$14K ﹤0.01%
+76
492
$13K ﹤0.01%
+255
493
$13K ﹤0.01%
+202
494
$13K ﹤0.01%
+7
495
$13K ﹤0.01%
+900
496
$13K ﹤0.01%
+281
497
$13K ﹤0.01%
+839
498
$13K ﹤0.01%
+620
499
$13K ﹤0.01%
+685
500
$13K ﹤0.01%
+162
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