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
801
$64K ﹤0.01%
+1,502
802
$64K ﹤0.01%
+310
803
$64K ﹤0.01%
+527
804
$64K ﹤0.01%
+487
805
$64K ﹤0.01%
+990
806
$63K ﹤0.01%
+304
807
$63K ﹤0.01%
+1,430
808
$63K ﹤0.01%
+2,234
809
$63K ﹤0.01%
+2,200
810
$62K ﹤0.01%
+183
811
$62K ﹤0.01%
+488
812
$62K ﹤0.01%
+6,000
813
$62K ﹤0.01%
+863
814
$61K ﹤0.01%
+26
815
$61K ﹤0.01%
+280
816
$61K ﹤0.01%
+478
817
$61K ﹤0.01%
+282
818
$61K ﹤0.01%
+2,739
819
$60K ﹤0.01%
+1,009
820
$60K ﹤0.01%
+1,672
821
$60K ﹤0.01%
+1,659
822
$60K ﹤0.01%
+1,054
823
$60K ﹤0.01%
+3,249
824
$60K ﹤0.01%
+5,970
825
$60K ﹤0.01%
+3,489
31 32
33
34 35