WAP

Wealthcare Advisory Partners Portfolio holdings

AUM $5.14B
1-Year Est. Return 17.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.14%
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
+$5.69M
2
+$3.38M
3
+$2.9M
4
T icon
AT&T
T
+$2.5M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$2.28M

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
826
$1K ﹤0.01%
7
+6
827
$1K ﹤0.01%
+32
828
$1K ﹤0.01%
+17
829
$1K ﹤0.01%
+50
830
$1K ﹤0.01%
+5
831
$1K ﹤0.01%
31
+30
832
$1K ﹤0.01%
+25
833
$1K ﹤0.01%
+100
834
$1K ﹤0.01%
+41
835
$1K ﹤0.01%
+17
836
$1K ﹤0.01%
+28
837
$1K ﹤0.01%
+31
838
$1K ﹤0.01%
+9
839
$1K ﹤0.01%
+15
840
$1K ﹤0.01%
+60
841
$1K ﹤0.01%
+43
842
$1K ﹤0.01%
+76
843
$1K ﹤0.01%
+70
844
$1K ﹤0.01%
+136
845
$1K ﹤0.01%
+8
846
$1K ﹤0.01%
+111
847
$1K ﹤0.01%
+11
848
$1K ﹤0.01%
+18
849
$1K ﹤0.01%
+25
850
$1K ﹤0.01%
+6
32 33
34
35 36