WAP

Wealthcare Advisory Partners Portfolio holdings

AUM $5.09B
1-Year Est. Return 16.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
851
$1K ﹤0.01%
+24
852
$1K ﹤0.01%
+79
853
$1K ﹤0.01%
+12
854
$1K ﹤0.01%
+30
855
$1K ﹤0.01%
+53
856
$1K ﹤0.01%
+40
857
$1K ﹤0.01%
+6
858
$1K ﹤0.01%
+40
859
$1K ﹤0.01%
72
+68
860
$1K ﹤0.01%
+44
861
$1K ﹤0.01%
+74
862
$1K ﹤0.01%
+10
863
$1K ﹤0.01%
+79
864
$1K ﹤0.01%
+13
865
$1K ﹤0.01%
+45
866
$1K ﹤0.01%
60
+59
867
$1K ﹤0.01%
+20
868
$1K ﹤0.01%
+21
869
$1K ﹤0.01%
+1
870
$1K ﹤0.01%
+19
871
$1K ﹤0.01%
+18
872
$1K ﹤0.01%
+37
873
$0 ﹤0.01%
+32
874
$0 ﹤0.01%
+4
875
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-177
33 34
35
36 37