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
1226
$19K ﹤0.01%
+75
1227
$19K ﹤0.01%
+400
1228
$18K ﹤0.01%
+388
1229
$18K ﹤0.01%
+500
1230
$18K ﹤0.01%
7,300
-4,151
1231
$18K ﹤0.01%
+315
1232
$18K ﹤0.01%
+238
1233
$18K ﹤0.01%
+500
1234
$18K ﹤0.01%
+295
1235
$18K ﹤0.01%
+901
1236
$18K ﹤0.01%
+200
1237
$18K ﹤0.01%
+50
1238
$18K ﹤0.01%
+8,850
1239
$18K ﹤0.01%
+57
1240
$18K ﹤0.01%
+390
1241
$18K ﹤0.01%
+571
1242
$18K ﹤0.01%
+600
1243
$18K ﹤0.01%
+77
1244
$18K ﹤0.01%
+134
1245
$18K ﹤0.01%
+510
1246
$18K ﹤0.01%
+1,000
1247
$18K ﹤0.01%
+88
1248
$18K ﹤0.01%
+1,000
1249
$18K ﹤0.01%
+800
1250
$18K ﹤0.01%
+445
48 49
50
51 52