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
$337M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
968
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$3.21M
3
+$2.97M
4
T icon
AT&T
T
+$2.61M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$2.31M

Top Sells

1
+$168K
2
+$7K
3
+$5K

Sector Composition

1 Consumer Staples 3.01%
2 Healthcare 2.95%
3 Industrials 2.51%
4 Financials 2.44%
5 Technology 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$2K ﹤0.01%
+63
777
$2K ﹤0.01%
+100
778
$2K ﹤0.01%
+150
779
$2K ﹤0.01%
+80
780
$2K ﹤0.01%
+100
781
$2K ﹤0.01%
+45
782
$2K ﹤0.01%
+100
783
$2K ﹤0.01%
+13
784
$2K ﹤0.01%
+100
785
$2K ﹤0.01%
101
+100
786
$2K ﹤0.01%
+32
787
$2K ﹤0.01%
+150
788
$2K ﹤0.01%
+14
789
$2K ﹤0.01%
+40
790
$2K ﹤0.01%
+70
791
$2K ﹤0.01%
39
+38
792
$2K ﹤0.01%
+51
793
$2K ﹤0.01%
+122
794
$2K ﹤0.01%
+130
795
$2K ﹤0.01%
+125
796
$1K ﹤0.01%
+60
797
$1K ﹤0.01%
+16
798
$1K ﹤0.01%
+8
799
$1K ﹤0.01%
+8
800
$1K ﹤0.01%
+74
30 31
32
33 34