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
1076
$28K ﹤0.01%
+240
1077
$28K ﹤0.01%
+943
1078
$28K ﹤0.01%
+1,750
1079
$28K ﹤0.01%
+341
1080
$28K ﹤0.01%
+610
1081
$28K ﹤0.01%
+897
1082
$28K ﹤0.01%
+500
1083
$28K ﹤0.01%
+692
1084
$28K ﹤0.01%
+385
1085
$28K ﹤0.01%
+84
1086
$28K ﹤0.01%
+66
1087
$28K ﹤0.01%
+562
1088
$28K ﹤0.01%
+456
1089
$28K ﹤0.01%
+265
1090
$28K ﹤0.01%
+547
1091
$28K ﹤0.01%
+300
1092
$28K ﹤0.01%
+295
1093
$28K ﹤0.01%
+418
1094
$27K ﹤0.01%
+300
1095
$27K ﹤0.01%
+865
1096
$27K ﹤0.01%
+208
1097
$27K ﹤0.01%
+156
1098
$27K ﹤0.01%
+170
1099
$27K ﹤0.01%
+71
1100
$27K ﹤0.01%
+221
42 43
44
45 46