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
651
$105K 0.01%
+1,864
652
$105K 0.01%
+1,013
653
$105K 0.01%
+7,612
654
$105K 0.01%
+3,108
655
$105K 0.01%
+2,783
656
$104K 0.01%
+3,916
657
$104K 0.01%
+812
658
$104K 0.01%
+770
659
$104K 0.01%
10,000
660
$103K 0.01%
+1,628
661
$103K 0.01%
+3,835
662
$103K 0.01%
+1,000
663
$103K 0.01%
7,616
-3,150
664
$102K 0.01%
+1,700
665
$101K 0.01%
+1,400
666
$101K 0.01%
+768
667
$101K 0.01%
+3,775
668
$101K 0.01%
+2,492
669
$100K 0.01%
8,834
-1,909
670
$99K 0.01%
+3,127
671
$99K 0.01%
20,000
672
$99K 0.01%
+4,222
673
$99K 0.01%
+307
674
$99K 0.01%
+1,036
675
$99K 0.01%
+2,064
25 26
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