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
676
$97K 0.01%
+1,959
677
$97K 0.01%
+985
678
$96K 0.01%
+211
679
$96K 0.01%
+697
680
$96K 0.01%
+1,046
681
$95K 0.01%
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682
$95K 0.01%
+2,121
683
$95K 0.01%
+340
684
$94K 0.01%
+2,024
685
$94K 0.01%
+4,240
686
$94K 0.01%
+284
687
$94K 0.01%
+7,600
688
$92K 0.01%
+4,819
689
$92K 0.01%
+4,661
690
$92K 0.01%
693
-733
691
$92K 0.01%
+1,633
692
$91K 0.01%
+803
693
$91K 0.01%
+3,465
694
$91K 0.01%
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695
$91K 0.01%
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696
$90K 0.01%
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697
$90K 0.01%
+1,048
698
$89K 0.01%
+1,554
699
$89K 0.01%
+813
700
$89K 0.01%
+410
26 27
28
29 30