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
1176
$22K ﹤0.01%
+300
1177
$22K ﹤0.01%
+250
1178
$22K ﹤0.01%
+1,235
1179
$21K ﹤0.01%
+248
1180
$21K ﹤0.01%
+497
1181
$21K ﹤0.01%
+621
1182
$21K ﹤0.01%
+2,180
1183
$21K ﹤0.01%
+500
1184
$21K ﹤0.01%
+125
1185
$21K ﹤0.01%
2,011
1186
$21K ﹤0.01%
+954
1187
$21K ﹤0.01%
+244
1188
$21K ﹤0.01%
+313
1189
$21K ﹤0.01%
+1,904
1190
$21K ﹤0.01%
+36
1191
$21K ﹤0.01%
+915
1192
$20K ﹤0.01%
+1,200
1193
$20K ﹤0.01%
+350
1194
$20K ﹤0.01%
+625
1195
$20K ﹤0.01%
+250
1196
$20K ﹤0.01%
+651
1197
$20K ﹤0.01%
+239
1198
$20K ﹤0.01%
+411
1199
$20K ﹤0.01%
+327
1200
$20K ﹤0.01%
+2,000
46 47
48
49 50