WAP

Wealthcare Advisory Partners Portfolio holdings

AUM $5.09B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.51B
AUM Growth
+$338M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$10.1M
3
+$8.88M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$8.09M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$7.6M

Top Sells

1
+$13.1M
2
+$9.14M
3
+$6.28M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.09M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.74M

Sector Composition

1 Technology 4.75%
2 Financials 2.82%
3 Healthcare 2.01%
4 Industrials 1.88%
5 Consumer Discretionary 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
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