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
751
$76K 0.01%
+5,400
752
$76K 0.01%
+360
753
$76K 0.01%
+506
754
$76K 0.01%
+1,368
755
$76K 0.01%
+3,307
756
$75K 0.01%
+1,028
757
$75K 0.01%
+1,229
758
$74K 0.01%
+1,120
759
$74K 0.01%
+407
760
$74K 0.01%
+278
761
$74K 0.01%
+622
762
$73K 0.01%
+2,500
763
$73K 0.01%
+1,430
764
$73K 0.01%
+553
765
$73K 0.01%
+3,227
766
$73K 0.01%
+1,475
767
$72K 0.01%
556
-1,078
768
$72K 0.01%
+787
769
$72K 0.01%
+2,007
770
$72K 0.01%
+1,258
771
$71K 0.01%
+1,050
772
$71K 0.01%
+669
773
$71K 0.01%
+831
774
$71K 0.01%
+619
775
$71K 0.01%
+1,290
29 30
31
32 33