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
$337M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
968
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$3.21M
3
+$2.97M
4
T icon
AT&T
T
+$2.61M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$2.31M

Top Sells

1
+$168K
2
+$7K
3
+$5K

Sector Composition

1 Consumer Staples 3.01%
2 Healthcare 2.95%
3 Industrials 2.51%
4 Financials 2.44%
5 Technology 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$0 ﹤0.01%
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952
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953
$0 ﹤0.01%
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954
$0 ﹤0.01%
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955
$0 ﹤0.01%
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956
$0 ﹤0.01%
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957
$0 ﹤0.01%
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958
$0 ﹤0.01%
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959
$0 ﹤0.01%
+3
960
$0 ﹤0.01%
+2
961
– –
-17,314
962
– –
-1
963
$0 ﹤0.01%
1
964
$0 ﹤0.01%
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965
$0 ﹤0.01%
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966
$0 ﹤0.01%
+10
967
$0 ﹤0.01%
+2
968
$0 ﹤0.01%
4
+2
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