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
1026
$33K ﹤0.01%
+93
1027
$33K ﹤0.01%
+130
1028
$32K ﹤0.01%
+1,040
1029
$32K ﹤0.01%
+330
1030
$32K ﹤0.01%
+452
1031
$32K ﹤0.01%
+288
1032
$32K ﹤0.01%
+2,518
1033
$32K ﹤0.01%
+602
1034
$32K ﹤0.01%
+525
1035
$32K ﹤0.01%
+1,186
1036
$32K ﹤0.01%
+1,759
1037
$32K ﹤0.01%
1,007
-5,451
1038
$32K ﹤0.01%
+251
1039
$32K ﹤0.01%
5,720
1040
$32K ﹤0.01%
+138
1041
$32K ﹤0.01%
+339
1042
$32K ﹤0.01%
+830
1043
$31K ﹤0.01%
+3,112
1044
$31K ﹤0.01%
+1,404
1045
$31K ﹤0.01%
+743
1046
$31K ﹤0.01%
+1,140
1047
$31K ﹤0.01%
+668
1048
$31K ﹤0.01%
+2,250
1049
$31K ﹤0.01%
+51
1050
$31K ﹤0.01%
+275
40 41
42
43 44