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
1301
$16K ﹤0.01%
+88
1302
$16K ﹤0.01%
+400
1303
$16K ﹤0.01%
+200
1304
$15K ﹤0.01%
+500
1305
$15K ﹤0.01%
+150
1306
$15K ﹤0.01%
+242
1307
$15K ﹤0.01%
+200
1308
$15K ﹤0.01%
+48
1309
$15K ﹤0.01%
+245
1310
$15K ﹤0.01%
+1,223
1311
$15K ﹤0.01%
+61
1312
$15K ﹤0.01%
+1,284
1313
$15K ﹤0.01%
+337
1314
$15K ﹤0.01%
+481
1315
$15K ﹤0.01%
+1,597
1316
$15K ﹤0.01%
+240
1317
$15K ﹤0.01%
+141
1318
$15K ﹤0.01%
+80
1319
$15K ﹤0.01%
+626
1320
$15K ﹤0.01%
+117
1321
$15K ﹤0.01%
+600
1322
$15K ﹤0.01%
+700
1323
$15K ﹤0.01%
+446
1324
$15K ﹤0.01%
+77
1325
$15K ﹤0.01%
+150
51 52
53
54 55