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
676
$4K ﹤0.01%
+250
677
$4K ﹤0.01%
+60
678
$4K ﹤0.01%
+125
679
$4K ﹤0.01%
+16
680
$4K ﹤0.01%
+42
681
$4K ﹤0.01%
+78
682
$4K ﹤0.01%
+21
683
$4K ﹤0.01%
+40
684
$4K ﹤0.01%
+100
685
$4K ﹤0.01%
+465
686
$4K ﹤0.01%
+105
687
$4K ﹤0.01%
+70
688
$4K ﹤0.01%
+75
689
$4K ﹤0.01%
+156
690
$4K ﹤0.01%
+164
691
$4K ﹤0.01%
+176
692
$4K ﹤0.01%
+234
693
$4K ﹤0.01%
+204
694
$4K ﹤0.01%
+78
695
$4K ﹤0.01%
+100
696
$4K ﹤0.01%
+145
697
$4K ﹤0.01%
+201
698
$4K ﹤0.01%
+64
699
$4K ﹤0.01%
+100
700
$4K ﹤0.01%
+30
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