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
1326
$15K ﹤0.01%
+407
1327
$15K ﹤0.01%
+275
1328
$15K ﹤0.01%
+4
1329
$15K ﹤0.01%
+2,273
1330
$14K ﹤0.01%
+152
1331
$14K ﹤0.01%
+331
1332
$14K ﹤0.01%
+354
1333
$14K ﹤0.01%
+278
1334
$14K ﹤0.01%
+36
1335
$14K ﹤0.01%
+185
1336
$14K ﹤0.01%
+251
1337
$14K ﹤0.01%
+200
1338
$14K ﹤0.01%
+478
1339
$14K ﹤0.01%
+1,200
1340
$14K ﹤0.01%
+287
1341
$14K ﹤0.01%
+140
1342
$14K ﹤0.01%
+155
1343
$14K ﹤0.01%
+291
1344
$14K ﹤0.01%
+290
1345
$14K ﹤0.01%
+525
1346
$14K ﹤0.01%
+300
1347
$14K ﹤0.01%
+66
1348
$14K ﹤0.01%
+113
1349
$14K ﹤0.01%
+970
1350
$14K ﹤0.01%
+264
52 53
54
55 56