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
1276
$16K ﹤0.01%
+426
1277
$16K ﹤0.01%
+425
1278
$16K ﹤0.01%
+174
1279
$16K ﹤0.01%
+150
1280
$16K ﹤0.01%
+600
1281
$16K ﹤0.01%
+358
1282
$16K ﹤0.01%
+122
1283
$16K ﹤0.01%
+240
1284
$16K ﹤0.01%
+1,519
1285
$16K ﹤0.01%
+1,000
1286
$16K ﹤0.01%
+650
1287
$16K ﹤0.01%
+358
1288
$16K ﹤0.01%
+261
1289
$16K ﹤0.01%
+185
1290
$16K ﹤0.01%
+330
1291
$16K ﹤0.01%
+612
1292
$16K ﹤0.01%
+675
1293
$16K ﹤0.01%
+33
1294
$16K ﹤0.01%
+472
1295
$16K ﹤0.01%
+471
1296
$16K ﹤0.01%
+500
1297
$16K ﹤0.01%
+600
1298
$16K ﹤0.01%
+571
1299
$16K ﹤0.01%
+612
1300
$16K ﹤0.01%
+339
50 51
52
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