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
1351
$14K ﹤0.01%
+250
1352
$14K ﹤0.01%
+33
1353
$14K ﹤0.01%
+131
1354
$14K ﹤0.01%
+800
1355
$14K ﹤0.01%
+396
1356
$14K ﹤0.01%
+3,500
1357
$14K ﹤0.01%
+115
1358
$13K ﹤0.01%
+402
1359
$13K ﹤0.01%
+161
1360
$13K ﹤0.01%
710
-18,332
1361
$13K ﹤0.01%
+700
1362
$13K ﹤0.01%
+160
1363
$13K ﹤0.01%
+500
1364
$13K ﹤0.01%
+195
1365
$13K ﹤0.01%
+109
1366
$13K ﹤0.01%
107
-1,785
1367
$13K ﹤0.01%
+269
1368
$13K ﹤0.01%
+31
1369
$13K ﹤0.01%
+306
1370
$13K ﹤0.01%
+302
1371
$13K ﹤0.01%
+288
1372
$13K ﹤0.01%
+265
1373
$13K ﹤0.01%
+38
1374
$13K ﹤0.01%
+650
1375
$13K ﹤0.01%
+270
53 54
55
56 57