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
801
$1K ﹤0.01%
+11
802
$1K ﹤0.01%
+18
803
$1K ﹤0.01%
+25
804
$1K ﹤0.01%
+6
805
$1K ﹤0.01%
+24
806
$1K ﹤0.01%
+79
807
$1K ﹤0.01%
+12
808
$1K ﹤0.01%
+30
809
$1K ﹤0.01%
+53
810
$1K ﹤0.01%
+15
811
$1K ﹤0.01%
+7
812
$1K ﹤0.01%
+312
813
$1K ﹤0.01%
+93
814
$1K ﹤0.01%
+100
815
$1K ﹤0.01%
+44
816
$1K ﹤0.01%
+10
817
$1K ﹤0.01%
+79
818
$1K ﹤0.01%
+13
819
$1K ﹤0.01%
+45
820
$1K ﹤0.01%
+17
821
$1K ﹤0.01%
+25
822
$1K ﹤0.01%
+10
823
$1K ﹤0.01%
+10
824
$1K ﹤0.01%
21
+18
825
$1K ﹤0.01%
+12
31 32
33
34 35