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
$337M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
968
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$3.21M
3
+$2.97M
4
T icon
AT&T
T
+$2.61M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$2.31M

Top Sells

1
+$168K
2
+$7K
3
+$5K

Sector Composition

1 Consumer Staples 3.01%
2 Healthcare 2.95%
3 Industrials 2.51%
4 Financials 2.44%
5 Technology 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$383K 0.11%
+4,086
102
$380K 0.11%
+7,900
103
$365K 0.11%
+58,899
104
$365K 0.11%
6,243
+5,978
105
$362K 0.11%
+16,613
106
$355K 0.11%
+2,435
107
$346K 0.1%
+3,113
108
$336K 0.1%
+2,768
109
$335K 0.1%
+6,552
110
$330K 0.1%
2,267
+2,249
111
$328K 0.1%
7,280
+7,080
112
$308K 0.09%
1,882
+1,782
113
$307K 0.09%
+6,135
114
$301K 0.09%
+6,133
115
$301K 0.09%
+2,277
116
$285K 0.08%
+5,505
117
$282K 0.08%
+10,411
118
$282K 0.08%
3,091
+2,854
119
$279K 0.08%
+6,866
120
$276K 0.08%
+10,880
121
$272K 0.08%
8,052
+5,621
122
$267K 0.08%
2,671
+1,805
123
$264K 0.08%
+1,037
124
$263K 0.08%
+3,291
125
$261K 0.08%
+10,913
3 4
5
6 7