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
826
$59K ﹤0.01%
988
-6,837
827
$59K ﹤0.01%
+141
828
$59K ﹤0.01%
+1,610
829
$59K ﹤0.01%
+2,296
830
$59K ﹤0.01%
+625
831
$58K ﹤0.01%
+1,440
832
$58K ﹤0.01%
+2,790
833
$58K ﹤0.01%
+2,000
834
$58K ﹤0.01%
+864
835
$58K ﹤0.01%
17,399
+367
836
$57K ﹤0.01%
+1,800
837
$57K ﹤0.01%
523
-1,737
838
$57K ﹤0.01%
+634
839
$57K ﹤0.01%
+4,966
840
$56K ﹤0.01%
+4,100
841
$55K ﹤0.01%
14,600
842
$55K ﹤0.01%
+393
843
$55K ﹤0.01%
+1,550
844
$55K ﹤0.01%
+3,137
845
$55K ﹤0.01%
+1,375
846
$55K ﹤0.01%
+548
847
$55K ﹤0.01%
+532
848
$54K ﹤0.01%
+1,600
849
$53K ﹤0.01%
+1,723
850
$53K ﹤0.01%
+3,265
32 33
34
35 36