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
951
$40K ﹤0.01%
+1,804
952
$40K ﹤0.01%
+145
953
$40K ﹤0.01%
+379
954
$39K ﹤0.01%
+303
955
$39K ﹤0.01%
+465
956
$39K ﹤0.01%
+250
957
$39K ﹤0.01%
+500
958
$39K ﹤0.01%
+660
959
$39K ﹤0.01%
+405
960
$39K ﹤0.01%
+1,023
961
$39K ﹤0.01%
+803
962
$39K ﹤0.01%
+1,190
963
$39K ﹤0.01%
+66
964
$38K ﹤0.01%
+478
965
$38K ﹤0.01%
+1,412
966
$38K ﹤0.01%
+4,122
967
$38K ﹤0.01%
+930
968
$38K ﹤0.01%
+202
969
$38K ﹤0.01%
+780
970
$38K ﹤0.01%
+1,643
971
$38K ﹤0.01%
+1,075
972
$38K ﹤0.01%
+715
973
$38K ﹤0.01%
+4,750
974
$38K ﹤0.01%
+292
975
$38K ﹤0.01%
+632
37 38
39
40 41