WAP

Wealthcare Advisory Partners Portfolio holdings

AUM $5.14B
1-Year Est. Return 17.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.14%
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
+$8.89M
2
+$7.38M
3
+$6.8M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$6.19M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.86M

Top Sells

1
+$6.47M
2
+$4.51M
3
+$3.85M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.52M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$3.05M

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
1301
$16K ﹤0.01%
+150
1302
$16K ﹤0.01%
+358
1303
$16K ﹤0.01%
+600
1304
$15K ﹤0.01%
+150
1305
$15K ﹤0.01%
+242
1306
$15K ﹤0.01%
+500
1307
$15K ﹤0.01%
+200
1308
$15K ﹤0.01%
+141
1309
$15K ﹤0.01%
+80
1310
$15K ﹤0.01%
+626
1311
$15K ﹤0.01%
+117
1312
$15K ﹤0.01%
+600
1313
$15K ﹤0.01%
+700
1314
$15K ﹤0.01%
+446
1315
$15K ﹤0.01%
+77
1316
$15K ﹤0.01%
+150
1317
$15K ﹤0.01%
+407
1318
$15K ﹤0.01%
+48
1319
$15K ﹤0.01%
+245
1320
$15K ﹤0.01%
+1,223
1321
$15K ﹤0.01%
+61
1322
$15K ﹤0.01%
+1,284
1323
$15K ﹤0.01%
+337
1324
$15K ﹤0.01%
+481
1325
$15K ﹤0.01%
+275
51 52
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