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
976
$37K ﹤0.01%
+1,536
977
$37K ﹤0.01%
+431
978
$37K ﹤0.01%
+1,619
979
$37K ﹤0.01%
+900
980
$37K ﹤0.01%
+299
981
$37K ﹤0.01%
+1,270
982
$37K ﹤0.01%
+996
983
$37K ﹤0.01%
+610
984
$37K ﹤0.01%
+1,205
985
$37K ﹤0.01%
+1,521
986
$37K ﹤0.01%
+202
987
$37K ﹤0.01%
+458
988
$37K ﹤0.01%
+758
989
$36K ﹤0.01%
+252
990
$36K ﹤0.01%
+222
991
$36K ﹤0.01%
+1,429
992
$36K ﹤0.01%
+872
993
$35K ﹤0.01%
+785
994
$35K ﹤0.01%
+467
995
$35K ﹤0.01%
+283
996
$35K ﹤0.01%
+1,100
997
$35K ﹤0.01%
+122
998
$35K ﹤0.01%
+1,260
999
$35K ﹤0.01%
+257
1000
$35K ﹤0.01%
+889
38 39
40
41 42