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
726
$81K 0.01%
+2,214
727
$81K 0.01%
+1,600
728
$81K 0.01%
+3,175
729
$81K 0.01%
+3,481
730
$81K 0.01%
+3,000
731
$80K 0.01%
+1,793
732
$80K 0.01%
+1,098
733
$80K 0.01%
+3,715
734
$80K 0.01%
+2,055
735
$80K 0.01%
+409
736
$80K 0.01%
+3,000
737
$79K 0.01%
+3,916
738
$79K 0.01%
+1,303
739
$79K 0.01%
+3,473
740
$78K 0.01%
+5,500
741
$78K 0.01%
+326
742
$78K 0.01%
+4,160
743
$78K 0.01%
+1,479
744
$78K 0.01%
+2,177
745
$78K 0.01%
+3,681
746
$77K 0.01%
+1,123
747
$77K 0.01%
+478
748
$77K 0.01%
+288
749
$77K 0.01%
+843
750
$76K 0.01%
+363
28 29
30
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