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
901
$46K ﹤0.01%
+329
902
$46K ﹤0.01%
+1,711
903
$46K ﹤0.01%
+2,632
904
$46K ﹤0.01%
+2,800
905
$46K ﹤0.01%
+256
906
$46K ﹤0.01%
+850
907
$46K ﹤0.01%
+950
908
$45K ﹤0.01%
+1,100
909
$45K ﹤0.01%
+1,530
910
$45K ﹤0.01%
+1,022
911
$45K ﹤0.01%
+290
912
$44K ﹤0.01%
+726
913
$44K ﹤0.01%
+729
914
$44K ﹤0.01%
+6,650
915
$44K ﹤0.01%
+2,147
916
$44K ﹤0.01%
+200
917
$44K ﹤0.01%
+1,000
918
$44K ﹤0.01%
1,011
-953
919
$44K ﹤0.01%
+654
920
$43K ﹤0.01%
+290
921
$43K ﹤0.01%
+850
922
$43K ﹤0.01%
+1,106
923
$43K ﹤0.01%
+3,111
924
$43K ﹤0.01%
+690
925
$43K ﹤0.01%
+482
35 36
37
38 39