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
701
$89K 0.01%
+1,050
702
$89K 0.01%
+1,803
703
$89K 0.01%
+1,218
704
$88K 0.01%
+384
705
$88K 0.01%
+468
706
$88K 0.01%
+1,653
707
$87K 0.01%
20,100
708
$87K 0.01%
+634
709
$87K 0.01%
+1,950
710
$87K 0.01%
+396
711
$87K 0.01%
+8,503
712
$86K 0.01%
+5,000
713
$86K 0.01%
+915
714
$86K 0.01%
+5,473
715
$86K 0.01%
+1,475
716
$86K 0.01%
+1,160
717
$85K 0.01%
+3,398
718
$85K 0.01%
+343
719
$85K 0.01%
+782
720
$84K 0.01%
+850
721
$84K 0.01%
+1,294
722
$83K 0.01%
+4,500
723
$82K 0.01%
+2,954
724
$82K 0.01%
+2,039
725
$82K 0.01%
2,217
-7,186
27 28
29
30 31