WAP

Wealthcare Advisory Partners Portfolio holdings

AUM $5.14B
1-Year Est. Return 17.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.14%
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
+$8.89M
2
+$7.38M
3
+$6.8M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$6.19M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.86M

Top Sells

1
+$6.47M
2
+$4.51M
3
+$3.85M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.52M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$3.05M

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%
+327
1202
$20K ﹤0.01%
+264
1203
$20K ﹤0.01%
+1,108
1204
$20K ﹤0.01%
+65
1205
$20K ﹤0.01%
+204
1206
$20K ﹤0.01%
+400
1207
$20K ﹤0.01%
+2,000
1208
$19K ﹤0.01%
+237
1209
$19K ﹤0.01%
+175
1210
$19K ﹤0.01%
+879
1211
$19K ﹤0.01%
+116
1212
$19K ﹤0.01%
+322
1213
$19K ﹤0.01%
+400
1214
$19K ﹤0.01%
+420
1215
$19K ﹤0.01%
+479
1216
$19K ﹤0.01%
+250
1217
$19K ﹤0.01%
+320
1218
$19K ﹤0.01%
+350
1219
$19K ﹤0.01%
+555
1220
$19K ﹤0.01%
+56
1221
$19K ﹤0.01%
+304
1222
$19K ﹤0.01%
+297
1223
$19K ﹤0.01%
+1,200
1224
$19K ﹤0.01%
+81
1225
$19K ﹤0.01%
+150
47 48
49
50 51