WAP
Wealthcare Advisory Partners Portfolio holdings
AUM
$4.38B
This Quarter Return
+0.46%
1 Year Return
+13.29%
3 Year Return
+46.64%
5 Year Return
+72.24%
10 Year Return
–
AUM
$169M
AUM Growth
+$169M
(+9.8%)
Cap. Flow
+$14.6M
Cap. Flow
% of AUM
8.63%
Top 10 Holdings %
Top 10 Hldgs %
84.07%
Holding
142
New
23
Increased
35
Reduced
3
Closed
3
Top Buys
Top Sells
| 1 |
iShares MSCI EAFE Value ETF
EFV
|
$68K |
| 2 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$65.6K |
| 3 |
Interlink Electronics
LINK
|
$21K |
| 4 |
HCA Healthcare
HCA
|
$10K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$3.16K |
Sector Composition
| 1 | Financials | 0.16% |
| 2 | Real Estate | 0.12% |
| 3 | Energy | 0.1% |
| 4 | Healthcare | 0.09% |
| 5 | Technology | 0.05% |
