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
1201
$20K ﹤0.01%
+600
1202
$20K ﹤0.01%
+373
1203
$20K ﹤0.01%
+264
1204
$20K ﹤0.01%
+1,108
1205
$20K ﹤0.01%
+65
1206
$20K ﹤0.01%
+204
1207
$20K ﹤0.01%
+400
1208
$19K ﹤0.01%
+479
1209
$19K ﹤0.01%
+250
1210
$19K ﹤0.01%
+320
1211
$19K ﹤0.01%
+350
1212
$19K ﹤0.01%
+555
1213
$19K ﹤0.01%
+56
1214
$19K ﹤0.01%
+304
1215
$19K ﹤0.01%
+297
1216
$19K ﹤0.01%
+1,200
1217
$19K ﹤0.01%
+237
1218
$19K ﹤0.01%
+175
1219
$19K ﹤0.01%
+879
1220
$19K ﹤0.01%
+116
1221
$19K ﹤0.01%
+322
1222
$19K ﹤0.01%
+400
1223
$19K ﹤0.01%
+420
1224
$19K ﹤0.01%
+81
1225
$19K ﹤0.01%
+150
47 48
49
50 51