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
626
$118K 0.01%
+1,426
627
$116K 0.01%
+520
628
$116K 0.01%
12,500
629
$116K 0.01%
+677
630
$115K 0.01%
+3,607
631
$115K 0.01%
+286
632
$115K 0.01%
+2,298
633
$115K 0.01%
+2,175
634
$114K 0.01%
+1,168
635
$114K 0.01%
+2,078
636
$113K 0.01%
+755
637
$113K 0.01%
+1,245
638
$112K 0.01%
+2,898
639
$112K 0.01%
+3,424
640
$111K 0.01%
+645
641
$108K 0.01%
+1,067
642
$108K 0.01%
+7,165
643
$108K 0.01%
+1,592
644
$108K 0.01%
+7,993
645
$107K 0.01%
+1,000
646
$107K 0.01%
+5,516
647
$106K 0.01%
+1,352
648
$106K 0.01%
+6,135
649
$106K 0.01%
+2,650
650
$105K 0.01%
+1,379
24 25
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