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
501
$186K 0.01%
+2,479
502
$185K 0.01%
13,800
503
$185K 0.01%
1,047
-228
504
$182K 0.01%
3,560
-193
505
$181K 0.01%
+4,905
506
$181K 0.01%
+1,463
507
$180K 0.01%
+8,545
508
$180K 0.01%
12,134
509
$179K 0.01%
+3,269
510
$179K 0.01%
10,799
-2,005
511
$176K 0.01%
+954
512
$175K 0.01%
20,000
513
$174K 0.01%
+3,300
514
$173K 0.01%
+619
515
$173K 0.01%
+1,422
516
$172K 0.01%
+2,488
517
$172K 0.01%
+2,299
518
$171K 0.01%
+4,353
519
$170K 0.01%
+3,820
520
$169K 0.01%
+3,443
521
$169K 0.01%
+1,122
522
$168K 0.01%
+1,193
523
$167K 0.01%
+1,729
524
$167K 0.01%
11,250
525
$164K 0.01%
21,000
19 20
21
22 23