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
76
$539K 0.16%
+6,747
77
$532K 0.16%
+35,389
78
$528K 0.16%
+4,342
79
$526K 0.16%
4,203
+716
80
$519K 0.15%
9,511
+637
81
$517K 0.15%
+10,263
82
$502K 0.15%
+9,695
83
$496K 0.15%
+8,347
84
$476K 0.14%
+6,780
85
$456K 0.14%
+8,450
86
$454K 0.13%
7,324
87
$450K 0.13%
+17,514
88
$442K 0.13%
9,186
+4,407
89
$437K 0.13%
+9,754
90
$434K 0.13%
4,583
+3,964
91
$432K 0.13%
8,719
+930
92
$414K 0.12%
+15,407
93
$414K 0.12%
+2,356
94
$402K 0.12%
+9,878
95
$392K 0.12%
+14,448
96
$388K 0.12%
+13,108
97
$388K 0.12%
+2,118
98
$387K 0.12%
5,210
+5,080
99
$385K 0.11%
+8,203
100
$384K 0.11%
+10,050
2 3
4
5 6