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
$545M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,357
New
Increased
Reduced
Closed

Top Sells

1 +$13.7M
2 +$5.08M
3 +$2.38M
4
SGMO icon
Sangamo Therapeutics
SGMO
+$710K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$505K

Sector Composition

1 Technology 3.02%
2 Industrials 2.86%
3 Financials 2.66%
4 Healthcare 2.48%
5 Consumer Staples 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1351
$0 ﹤0.01%
3
1352
-20,100
1353
0
1354
0
1355
$0 ﹤0.01%
14
1356
$0 ﹤0.01%
23
1357
$0 ﹤0.01%
12