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
$3.2B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$5.47M
3
+$4.69M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$3.48M
5
AAPL icon
Apple
AAPL
+$3.44M

Top Sells

1
+$5.07M
2
+$4.99M
3
+$2.6M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.44M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.07M

Sector Composition

1 Technology 6.94%
2 Financials 3.14%
3 Healthcare 2.23%
4 Industrials 2.13%
5 Consumer Discretionary 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$357K 0.01%
5,661
-528
627
$355K 0.01%
3,561
-326
628
$354K 0.01%
5,648
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631
$351K 0.01%
42,701
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632
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634
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636
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637
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638
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639
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640
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11,615
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18,843
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647
$329K 0.01%
+7,792
648
$327K 0.01%
2,767
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649
$327K 0.01%
9,060
-3,388
650
$326K 0.01%
4,931
+591
24 25
26
27 28