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
551
$150K 0.01%
+3,600
552
$150K 0.01%
+2,297
553
$149K 0.01%
+1,220
554
$148K 0.01%
+6,320
555
$148K 0.01%
+760
556
$147K 0.01%
+4,075
557
$146K 0.01%
+11,052
558
$145K 0.01%
+3,528
559
$144K 0.01%
+1,585
560
$144K 0.01%
+1,208
561
$144K 0.01%
+2,103
562
$144K 0.01%
+8,006
563
$143K 0.01%
1,295
-1,385
564
$143K 0.01%
+1,444
565
$143K 0.01%
+3,325
566
$143K 0.01%
+7,911
567
$142K 0.01%
+2,773
568
$142K 0.01%
+1,010
569
$141K 0.01%
+4,283
570
$140K 0.01%
2,338
-2,379
571
$140K 0.01%
+3,598
572
$139K 0.01%
+9,401
573
$139K 0.01%
20,400
+400
574
$137K 0.01%
+4,000
575
$136K 0.01%
+1,057
21 22
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