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
476
$210K 0.02%
+6,343
477
$210K 0.02%
+3,287
478
$202K 0.01%
1,507
-226
479
$201K 0.01%
+4,200
480
$199K 0.01%
+3,179
481
$198K 0.01%
+1,459
482
$198K 0.01%
+747
483
$198K 0.01%
+8,404
484
$197K 0.01%
+6,087
485
$197K 0.01%
+642
486
$196K 0.01%
+3,208
487
$194K 0.01%
2,289
-86
488
$194K 0.01%
+7,500
489
$192K 0.01%
+3,016
490
$192K 0.01%
+1,159
491
$191K 0.01%
+990
492
$191K 0.01%
+5,609
493
$191K 0.01%
+393
494
$191K 0.01%
+11,070
495
$191K 0.01%
+3,999
496
$190K 0.01%
+5,350
497
$190K 0.01%
+2,336
498
$188K 0.01%
+6,060
499
$188K 0.01%
+3,061
500
$186K 0.01%
+3,030
18 19
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