Wealthcare Advisory Partners Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.33M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.15M |
| 3 |
Apple
AAPL
|
+$1.94M |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$1.26M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$1.23M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
+$512K |
| 2 |
Invesco Senior Loan ETF
BKLN
|
+$184K |
| 3 |
Alerian MLP ETF
AMLP
|
+$114K |
| 4 |
GE Aerospace
GE
|
+$112K |
| 5 |
Vodafone
VOD
|
+$107K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 3.2% |
| 2 | Technology | 2.93% |
| 3 | Financials | 2.88% |
| 4 | Healthcare | 2.86% |
| 5 | Industrials | 2.65% |
Similar funds
Wealthcare Advisory Partners's Q4 2017 Portfolio in Review
As of Q4 2017, Wealthcare Advisory Partners held 1,254 positions worth $389M, up 16% from $337M the previous quarter. Its ten largest holdings account for 53% of the portfolio.
Wealthcare Advisory Partners deployed $39.7M of net new capital in Q4 2017, opening 290 new positions and adding to 446 existing holdings. Its largest new stake was iShares 10-20 Year Treasury Bond ETF: 2,614 shares worth $356K.
By sector, the portfolio is most concentrated in Consumer Staples at 3.2% of assets, up from 3% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was State Street SPDR Nuveen ICE Short Term Municipal Bond ETF, an estimated $512K trimmed.
- Wealthcare Advisory Partners's largest Q4 2017 buy was iShares 10-20 Year Treasury Bond ETF: 2,614 shares worth $356K.
- Wealthcare Advisory Partners added most to State Street SPDR S&P 500 ETF Trust in Q4 2017, an estimated $2.33M increase.
- Wealthcare Advisory Partners's biggest Q4 2017 reduction was State Street SPDR Nuveen ICE Short Term Municipal Bond ETF, cutting an estimated $512K.
- Wealthcare Advisory Partners fully exited Hershey in Q4 2017, selling an estimated $44K.
- Wealthcare Advisory Partners's ten largest holdings make up 53% of its $389M portfolio in Q4 2017.
- Wealthcare Advisory Partners opened 290 new positions and closed 41 in Q4 2017.
- Wealthcare Advisory Partners's portfolio value rose 16% quarter-over-quarter to $389M.
Based on Wealthcare Advisory Partners's 13F filing for Q4 2017, filed 14 Feb 2018.