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
551
$10K ﹤0.01%
+800
552
$10K ﹤0.01%
311
+310
553
$10K ﹤0.01%
+50
554
$10K ﹤0.01%
+125
555
$10K ﹤0.01%
+154
556
$10K ﹤0.01%
+505
557
$9K ﹤0.01%
+25
558
$9K ﹤0.01%
+171
559
$9K ﹤0.01%
+85
560
$9K ﹤0.01%
+82
561
$9K ﹤0.01%
116
+115
562
$9K ﹤0.01%
+243
563
$9K ﹤0.01%
+458
564
$9K ﹤0.01%
+77
565
$9K ﹤0.01%
+112
566
$9K ﹤0.01%
+311
567
$9K ﹤0.01%
+502
568
$9K ﹤0.01%
+162
569
$9K ﹤0.01%
+75
570
$9K ﹤0.01%
225
571
$9K ﹤0.01%
+200
572
$9K ﹤0.01%
+443
573
$9K ﹤0.01%
+336
574
$9K ﹤0.01%
+266
575
$9K ﹤0.01%
+200
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