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
851
$53K ﹤0.01%
+368
852
$53K ﹤0.01%
+860
853
$52K ﹤0.01%
+927
854
$52K ﹤0.01%
+145
855
$52K ﹤0.01%
+5,499
856
$52K ﹤0.01%
+1,200
857
$52K ﹤0.01%
+1,052
858
$52K ﹤0.01%
+210
859
$52K ﹤0.01%
+466
860
$52K ﹤0.01%
+3,550
861
$52K ﹤0.01%
+2,325
862
$52K ﹤0.01%
+267
863
$51K ﹤0.01%
+125
864
$51K ﹤0.01%
+94
865
$51K ﹤0.01%
+825
866
$51K ﹤0.01%
+586
867
$51K ﹤0.01%
+2,500
868
$51K ﹤0.01%
+3,547
869
$51K ﹤0.01%
+697
870
$51K ﹤0.01%
+10,895
871
$50K ﹤0.01%
+855
872
$50K ﹤0.01%
+5,000
873
$50K ﹤0.01%
+956
874
$50K ﹤0.01%
+849
875
$50K ﹤0.01%
+1,680
33 34
35
36 37