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
76
$2.42M 0.18%
9,733
-16
77
$2.4M 0.17%
11,226
+442
78
$2.37M 0.17%
23,020
+10,960
79
$2.36M 0.17%
58,335
+4,125
80
$2.29M 0.17%
32,696
+1,761
81
$2.28M 0.17%
24,517
-189
82
$2.28M 0.17%
25,109
-1,442
83
$2.28M 0.17%
11,253
+3,057
84
$2.28M 0.16%
14,270
-4,183
85
$2.16M 0.16%
41,764
+6,487
86
$2.12M 0.15%
67,954
+689
87
$2.03M 0.15%
17,166
+1,370
88
$2.02M 0.15%
20,607
+9
89
$1.99M 0.14%
+6,056
90
$1.99M 0.14%
29,180
+325
91
$1.96M 0.14%
14,755
+275
92
$1.95M 0.14%
17,949
-328
93
$1.94M 0.14%
44,315
+5,898
94
$1.93M 0.14%
4,068
+3,474
95
$1.92M 0.14%
14,209
+91
96
$1.92M 0.14%
14,848
-781
97
$1.84M 0.13%
4,973
+976
98
$1.8M 0.13%
9,082
+318
99
$1.8M 0.13%
25,961
-10,321
100
$1.73M 0.13%
7,633
+5,031
2 3
4
5 6