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
1151
$23K ﹤0.01%
+1,423
1152
$23K ﹤0.01%
+287
1153
$23K ﹤0.01%
+269
1154
$23K ﹤0.01%
+84
1155
$23K ﹤0.01%
+345
1156
$23K ﹤0.01%
+750
1157
$23K ﹤0.01%
+300
1158
$23K ﹤0.01%
+717
1159
$23K ﹤0.01%
+82
1160
$23K ﹤0.01%
3
1161
$23K ﹤0.01%
+1,295
1162
$22K ﹤0.01%
+220
1163
$22K ﹤0.01%
+120
1164
$22K ﹤0.01%
+479
1165
$22K ﹤0.01%
+450
1166
$22K ﹤0.01%
+1,322
1167
$22K ﹤0.01%
+306
1168
$22K ﹤0.01%
+220
1169
$22K ﹤0.01%
+500
1170
$22K ﹤0.01%
+2,000
1171
$22K ﹤0.01%
+119
1172
$22K ﹤0.01%
+770
1173
$22K ﹤0.01%
+269
1174
$22K ﹤0.01%
+850
1175
$22K ﹤0.01%
+2,400
45 46
47
48 49