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
101
$1.72M 0.12%
38,690
+16,231
102
$1.71M 0.12%
8,966
+3,022
103
$1.7M 0.12%
35,266
+16,214
104
$1.7M 0.12%
41,806
+23,481
105
$1.69M 0.12%
43,543
+8,509
106
$1.68M 0.12%
7,380
+182
107
$1.67M 0.12%
30,894
+5,291
108
$1.66M 0.12%
7,138
+405
109
$1.64M 0.12%
19,533
+43
110
$1.63M 0.12%
+4,370
111
$1.63M 0.12%
45,032
+4,440
112
$1.61M 0.12%
27,607
-727
113
$1.57M 0.11%
+45,720
114
$1.54M 0.11%
4
115
$1.53M 0.11%
20,827
+2,056
116
$1.5M 0.11%
14,328
+3,268
117
$1.48M 0.11%
14,340
+3,560
118
$1.48M 0.11%
+26,407
119
$1.47M 0.11%
70,164
+14,617
120
$1.47M 0.11%
9,697
121
$1.47M 0.11%
48,060
+3,338
122
$1.47M 0.11%
11,057
-302
123
$1.45M 0.11%
19,003
+4,500
124
$1.45M 0.1%
59,571
-231,322
125
$1.43M 0.1%
11,374
+928
3 4
5
6 7