WAP
Wealthcare Advisory Partners Portfolio holdings
AUM
$5.09B
1-Year Est. Return
16.13%
This Fund
S&P 500
1 Year Est. Return
+16.13%
AUM
$3.73B
AUM Growth
+$127M
(+3.5%)
Holding
957
Top Buys
| 1 | +$35.6M | |
| 2 | +$23.7M | |
| 3 | +$16.8M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$11M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$10.9M |
Top Sells
| 1 | +$16.5M | |
| 2 | +$11.4M | |
| 3 | +$8.84M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$6.63M |
| 5 |
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
|
+$4.78M |
Sector Composition
| 1 | Technology | 5.65% |
| 2 | Financials | 3.63% |
| 3 | Healthcare | 1.87% |
| 4 | Industrials | 1.7% |
| 5 | Consumer Discretionary | 1.7% |