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
601
$125K 0.01%
+1,560
602
$125K 0.01%
+2,184
603
$125K 0.01%
+1,612
604
$124K 0.01%
+2,103
605
$124K 0.01%
+1,086
606
$124K 0.01%
+3,915
607
$124K 0.01%
+1,622
608
$124K 0.01%
+2,384
609
$124K 0.01%
12,663
+1,748
610
$123K 0.01%
+1,464
611
$123K 0.01%
+1,122
612
$122K 0.01%
+198
613
$122K 0.01%
1,360
-924
614
$122K 0.01%
+4,622
615
$122K 0.01%
14,943
+2,925
616
$122K 0.01%
+1,706
617
$121K 0.01%
671
-776
618
$121K 0.01%
11,246
+13
619
$120K 0.01%
+597
620
$120K 0.01%
+2,344
621
$119K 0.01%
+2,334
622
$119K 0.01%
+2,709
623
$119K 0.01%
+3,959
624
$119K 0.01%
+2,771
625
$118K 0.01%
+1,077
23 24
25
26 27