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
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%
+3,058
933
$42K ﹤0.01%
+1,600
934
$41K ﹤0.01%
+1,357
935
$41K ﹤0.01%
+175
936
$41K ﹤0.01%
+600
937
$41K ﹤0.01%
+1,000
938
$41K ﹤0.01%
+785
939
$41K ﹤0.01%
+613
940
$41K ﹤0.01%
+136
941
$41K ﹤0.01%
+110
942
$41K ﹤0.01%
+370
943
$41K ﹤0.01%
+1,100
944
$41K ﹤0.01%
+772
945
$41K ﹤0.01%
+403
946
$41K ﹤0.01%
+1,097
947
$40K ﹤0.01%
+287
948
$40K ﹤0.01%
+172
949
$40K ﹤0.01%
+217
950
$40K ﹤0.01%
+330
36 37
38
39 40