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
1001
$35K ﹤0.01%
+360
1002
$35K ﹤0.01%
+2,300
1003
$35K ﹤0.01%
+1,375
1004
$35K ﹤0.01%
+2,240
1005
$35K ﹤0.01%
+24
1006
$35K ﹤0.01%
+723
1007
$35K ﹤0.01%
+1,302
1008
$35K ﹤0.01%
+910
1009
$34K ﹤0.01%
+2,002
1010
$34K ﹤0.01%
+511
1011
$34K ﹤0.01%
+1,581
1012
$34K ﹤0.01%
+780
1013
$34K ﹤0.01%
+1,200
1014
$34K ﹤0.01%
+655
1015
$34K ﹤0.01%
+125
1016
$34K ﹤0.01%
10,000
1017
$34K ﹤0.01%
+658
1018
$34K ﹤0.01%
+434
1019
$34K ﹤0.01%
+353
1020
$34K ﹤0.01%
+7,175
1021
$33K ﹤0.01%
+300
1022
$33K ﹤0.01%
+172
1023
$33K ﹤0.01%
+345
1024
$33K ﹤0.01%
+537
1025
$33K ﹤0.01%
+288
39 40
41
42 43