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
526
$163K 0.01%
+948
527
$163K 0.01%
+908
528
$162K 0.01%
+5,052
529
$161K 0.01%
+1,040
530
$161K 0.01%
36,961
531
$161K 0.01%
+1,712
532
$160K 0.01%
+8,924
533
$160K 0.01%
+974
534
$158K 0.01%
+3,075
535
$158K 0.01%
23,230
536
$158K 0.01%
+1,702
537
$157K 0.01%
+734
538
$157K 0.01%
+4,947
539
$156K 0.01%
+5,710
540
$155K 0.01%
+715
541
$155K 0.01%
+2,591
542
$154K 0.01%
+1,758
543
$153K 0.01%
+5,720
544
$153K 0.01%
+4,017
545
$153K 0.01%
+1,942
546
$152K 0.01%
+1,741
547
$151K 0.01%
+3,066
548
$151K 0.01%
+3,000
549
$151K 0.01%
+3,583
550
$150K 0.01%
5,721
-1,976
20 21
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