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
476
$237K 0.02%
1,989
-25
477
$237K 0.02%
12,515
-750
478
$237K 0.02%
3,536
+295
479
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481
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+15
482
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6,035
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483
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484
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2,930
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485
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3,492
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486
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3,703
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487
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16,800
488
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+2,342
489
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490
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+1,644
491
$229K 0.02%
3,620
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13,038
496
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19,558
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497
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+5,766
498
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1,499
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499
$219K 0.01%
+1,946
500
$219K 0.01%
+1,104
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