WAP

Wealthcare Advisory Partners Portfolio holdings

AUM $5.14B
1-Year Est. Return 17.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.14%
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
+$8.89M
2
+$7.38M
3
+$6.8M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$6.19M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.86M

Top Sells

1
+$6.47M
2
+$4.51M
3
+$3.85M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.52M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$3.05M

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%
+307
1069
$29K ﹤0.01%
+157
1070
$29K ﹤0.01%
+358
1071
$29K ﹤0.01%
+533
1072
$29K ﹤0.01%
+1,388
1073
$29K ﹤0.01%
+880
1074
$29K ﹤0.01%
+602
1075
$29K ﹤0.01%
+327
41 42
43
44 45