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
1251
$18K ﹤0.01%
+37
1252
$18K ﹤0.01%
+260
1253
$17K ﹤0.01%
+1,800
1254
$17K ﹤0.01%
+12
1255
$17K ﹤0.01%
+810
1256
$17K ﹤0.01%
+790
1257
$17K ﹤0.01%
+755
1258
$17K ﹤0.01%
+645
1259
$17K ﹤0.01%
+900
1260
$17K ﹤0.01%
+177
1261
$17K ﹤0.01%
+191
1262
$17K ﹤0.01%
+1,825
1263
$17K ﹤0.01%
+750
1264
$17K ﹤0.01%
+2,350
1265
$17K ﹤0.01%
+93
1266
$17K ﹤0.01%
+105
1267
$17K ﹤0.01%
+500
1268
$17K ﹤0.01%
+1,100
1269
$17K ﹤0.01%
+242
1270
$17K ﹤0.01%
+170
1271
$17K ﹤0.01%
+330
1272
$17K ﹤0.01%
+882
1273
$17K ﹤0.01%
+128
1274
$17K ﹤0.01%
+13
1275
$16K ﹤0.01%
+540
49 50
51
52 53