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
1126
$25K ﹤0.01%
+537
1127
$25K ﹤0.01%
+318
1128
$25K ﹤0.01%
+421
1129
$25K ﹤0.01%
+400
1130
$25K ﹤0.01%
+838
1131
$25K ﹤0.01%
+500
1132
$24K ﹤0.01%
+500
1133
$24K ﹤0.01%
+742
1134
$24K ﹤0.01%
+255
1135
$24K ﹤0.01%
+1,300
1136
$24K ﹤0.01%
+83
1137
$24K ﹤0.01%
+660
1138
$24K ﹤0.01%
+408
1139
$24K ﹤0.01%
+525
1140
$24K ﹤0.01%
+523
1141
$24K ﹤0.01%
+318
1142
$24K ﹤0.01%
+1,050
1143
$24K ﹤0.01%
+184
1144
$24K ﹤0.01%
+2,800
1145
$24K ﹤0.01%
+4,500
1146
$24K ﹤0.01%
+3,800
1147
$23K ﹤0.01%
+723
1148
$23K ﹤0.01%
+977
1149
$23K ﹤0.01%
+50
1150
$23K ﹤0.01%
+500
44 45
46
47 48