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
$2.18B
AUM Growth
-$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1 +$9.71M
2 +$7.81M
3 +$5.37M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$5.29M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$5.25M

Sector Composition

1 Technology 4.63%
2 Financials 2.48%
3 Healthcare 2.18%
4 Industrials 1.87%
5 Consumer Discretionary 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
-7,073