WAP

Wealthcare Advisory Partners Portfolio holdings

AUM $5.14B
1-Year Est. Return 17.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.14%
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
601
$7K ﹤0.01%
+250
602
$7K ﹤0.01%
+113
603
$7K ﹤0.01%
+385
604
$7K ﹤0.01%
+200
605
$7K ﹤0.01%
+381
606
$7K ﹤0.01%
+228
607
$7K ﹤0.01%
+504
608
$7K ﹤0.01%
+45
609
$7K ﹤0.01%
+1,235
610
$7K ﹤0.01%
+113
611
$7K ﹤0.01%
+1,000
612
$6K ﹤0.01%
+86
613
$6K ﹤0.01%
+235
614
$6K ﹤0.01%
+155
615
$6K ﹤0.01%
+93
616
$6K ﹤0.01%
+50
617
$6K ﹤0.01%
+705
618
$6K ﹤0.01%
+333
619
$6K ﹤0.01%
+53
620
$6K ﹤0.01%
+168
621
$6K ﹤0.01%
+229
622
$6K ﹤0.01%
+114
623
$6K ﹤0.01%
+260
624
$6K ﹤0.01%
+57
625
$6K ﹤0.01%
+58
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