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
776
$70K 0.01%
+3,839
777
$70K 0.01%
+5,500
778
$70K 0.01%
+4,201
779
$70K 0.01%
+500
780
$70K 0.01%
+10,400
781
$70K 0.01%
+2,800
782
$69K 0.01%
+2,090
783
$69K 0.01%
+180
784
$69K 0.01%
+4,525
785
$69K 0.01%
+315
786
$69K 0.01%
+812
787
$68K ﹤0.01%
3,720
-165
788
$68K ﹤0.01%
+1,700
789
$68K ﹤0.01%
+2,510
790
$68K ﹤0.01%
+1,243
791
$68K ﹤0.01%
+2,879
792
$68K ﹤0.01%
+1,016
793
$67K ﹤0.01%
+2,369
794
$67K ﹤0.01%
+3,554
795
$67K ﹤0.01%
+562
796
$67K ﹤0.01%
+1,708
797
$66K ﹤0.01%
+980
798
$66K ﹤0.01%
+4,716
799
$66K ﹤0.01%
+8,000
800
$65K ﹤0.01%
+1,653
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