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
1101
$27K ﹤0.01%
+332
1102
$26K ﹤0.01%
+164
1103
$26K ﹤0.01%
+472
1104
$26K ﹤0.01%
+267
1105
$26K ﹤0.01%
+1,128
1106
$26K ﹤0.01%
+625
1107
$26K ﹤0.01%
+429
1108
$26K ﹤0.01%
+334
1109
$26K ﹤0.01%
+830
1110
$26K ﹤0.01%
+491
1111
$26K ﹤0.01%
+376
1112
$26K ﹤0.01%
+1,170
1113
$26K ﹤0.01%
+632
1114
$26K ﹤0.01%
+1,750
1115
$25K ﹤0.01%
+200
1116
$25K ﹤0.01%
+557
1117
$25K ﹤0.01%
+263
1118
$25K ﹤0.01%
+953
1119
$25K ﹤0.01%
+124
1120
$25K ﹤0.01%
+1,330
1121
$25K ﹤0.01%
+1,047
1122
$25K ﹤0.01%
+951
1123
$25K ﹤0.01%
+482
1124
$25K ﹤0.01%
+110
1125
$25K ﹤0.01%
+792
43 44
45
46 47