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
$337M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
968
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$3.21M
3
+$2.97M
4
T icon
AT&T
T
+$2.61M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$2.31M

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
701
$4K ﹤0.01%
+140
702
$4K ﹤0.01%
28
+27
703
$4K ﹤0.01%
+50
704
$4K ﹤0.01%
+70
705
$4K ﹤0.01%
+114
706
$3K ﹤0.01%
+310
707
$3K ﹤0.01%
+100
708
$3K ﹤0.01%
+119
709
$3K ﹤0.01%
+321
710
$3K ﹤0.01%
+50
711
$3K ﹤0.01%
+35
712
$3K ﹤0.01%
+49
713
$3K ﹤0.01%
+50
714
$3K ﹤0.01%
+59
715
$3K ﹤0.01%
+100
716
$3K ﹤0.01%
+63
717
$3K ﹤0.01%
+5
718
$3K ﹤0.01%
+100
719
$3K ﹤0.01%
+300
720
$3K ﹤0.01%
+85
721
$3K ﹤0.01%
+50
722
$3K ﹤0.01%
73
+72
723
$3K ﹤0.01%
+44
724
$3K ﹤0.01%
+39
725
$3K ﹤0.01%
+70
27 28
29
30 31