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
876
$50K ﹤0.01%
+932
877
$50K ﹤0.01%
+3,009
878
$49K ﹤0.01%
+270
879
$49K ﹤0.01%
+1,100
880
$49K ﹤0.01%
+967
881
$49K ﹤0.01%
+1,067
882
$49K ﹤0.01%
+1,325
883
$48K ﹤0.01%
+6,234
884
$48K ﹤0.01%
+438
885
$48K ﹤0.01%
+746
886
$48K ﹤0.01%
+891
887
$48K ﹤0.01%
+609
888
$48K ﹤0.01%
+2,898
889
$48K ﹤0.01%
+692
890
$48K ﹤0.01%
+1,234
891
$48K ﹤0.01%
+1,186
892
$48K ﹤0.01%
+4,720
893
$47K ﹤0.01%
+3,174
894
$47K ﹤0.01%
+1,960
895
$47K ﹤0.01%
+1,036
896
$47K ﹤0.01%
+750
897
$46K ﹤0.01%
+721
898
$46K ﹤0.01%
+2,195
899
$46K ﹤0.01%
+1,168
900
$46K ﹤0.01%
+857
34 35
36
37 38