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
1051
$31K ﹤0.01%
+389
1052
$31K ﹤0.01%
+482
1053
$31K ﹤0.01%
+1,005
1054
$31K ﹤0.01%
+472
1055
$31K ﹤0.01%
+750
1056
$31K ﹤0.01%
+97
1057
$31K ﹤0.01%
+142
1058
$30K ﹤0.01%
+688
1059
$30K ﹤0.01%
+900
1060
$30K ﹤0.01%
+636
1061
$30K ﹤0.01%
+123
1062
$30K ﹤0.01%
+191
1063
$30K ﹤0.01%
+400
1064
$30K ﹤0.01%
+116
1065
$30K ﹤0.01%
+354
1066
$30K ﹤0.01%
+559
1067
$30K ﹤0.01%
+1,238
1068
$29K ﹤0.01%
+1,388
1069
$29K ﹤0.01%
+880
1070
$29K ﹤0.01%
+602
1071
$29K ﹤0.01%
+327
1072
$29K ﹤0.01%
+307
1073
$29K ﹤0.01%
+157
1074
$29K ﹤0.01%
+358
1075
$29K ﹤0.01%
+533
41 42
43
44 45