WAP

Wealthcare Advisory Partners Portfolio holdings

AUM $5.14B
1-Year Est. Return 17.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.14%
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
+$8.89M
2
+$7.38M
3
+$6.8M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$6.19M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.86M

Top Sells

1
+$6.47M
2
+$4.51M
3
+$3.85M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.52M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$3.05M

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
926
$43K ﹤0.01%
+4,500
927
$43K ﹤0.01%
+91
928
$43K ﹤0.01%
+940
929
$43K ﹤0.01%
+945
930
$43K ﹤0.01%
+1,556
931
$43K ﹤0.01%
+394
932
$42K ﹤0.01%
+1,600
933
$42K ﹤0.01%
+3,058
934
$41K ﹤0.01%
+600
935
$41K ﹤0.01%
+1,000
936
$41K ﹤0.01%
+785
937
$41K ﹤0.01%
+613
938
$41K ﹤0.01%
+136
939
$41K ﹤0.01%
+110
940
$41K ﹤0.01%
+3,700
941
$41K ﹤0.01%
+1,100
942
$41K ﹤0.01%
+772
943
$41K ﹤0.01%
+1,097
944
$41K ﹤0.01%
+1,357
945
$41K ﹤0.01%
+175
946
$41K ﹤0.01%
+403
947
$40K ﹤0.01%
+172
948
$40K ﹤0.01%
+217
949
$40K ﹤0.01%
+330
950
$40K ﹤0.01%
+1,804
36 37
38
39 40