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
$3.2B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$5.47M
3
+$4.69M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$3.48M
5
AAPL icon
Apple
AAPL
+$3.44M

Top Sells

1
+$5.07M
2
+$4.99M
3
+$2.6M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.44M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.07M

Sector Composition

1 Technology 6.94%
2 Financials 3.14%
3 Healthcare 2.23%
4 Industrials 2.13%
5 Consumer Discretionary 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$256K 0.01%
+1,271
727
$255K 0.01%
+3,252
728
$254K 0.01%
23,322
+5,545
729
$254K 0.01%
1,854
+39
730
$252K 0.01%
4,834
-317
731
$249K 0.01%
+8,635
732
$248K 0.01%
2,453
+55
733
$247K 0.01%
+10,540
734
$244K 0.01%
5,377
735
$242K 0.01%
1,890
736
$242K 0.01%
3,946
-123
737
$241K 0.01%
+2,863
738
$240K 0.01%
12,572
+704
739
$238K 0.01%
+9,669
740
$237K 0.01%
1,592
+4
741
$236K 0.01%
7,861
+153
742
$236K 0.01%
2,128
+119
743
$235K 0.01%
1,488
+103
744
$235K 0.01%
+5,530
745
$235K 0.01%
2,418
+47
746
$234K 0.01%
6,953
-9
747
$234K 0.01%
1,041
+29
748
$233K 0.01%
2,601
+235
749
$232K 0.01%
6,454
-1,013
750
$232K 0.01%
8,683
-1,534
28 29
30
31 32