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
576
$136K 0.01%
+6,666
577
$135K 0.01%
+2,368
578
$135K 0.01%
+936
579
$134K 0.01%
+1,065
580
$133K 0.01%
+409
581
$133K 0.01%
+4,184
582
$133K 0.01%
+1,168
583
$133K 0.01%
+5,170
584
$132K 0.01%
+5,121
585
$132K 0.01%
+4,360
586
$131K 0.01%
+1,568
587
$131K 0.01%
+2,340
588
$131K 0.01%
+2,467
589
$130K 0.01%
+1,850
590
$130K 0.01%
+2,515
591
$130K 0.01%
+1,000
592
$129K 0.01%
13,154
593
$129K 0.01%
+6,800
594
$129K 0.01%
+1,407
595
$128K 0.01%
+2,280
596
$128K 0.01%
+1,635
597
$128K 0.01%
+1,730
598
$127K 0.01%
+3,369
599
$126K 0.01%
+805
600
$126K 0.01%
+631
22 23
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