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
$510M
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,379
New
Increased
Reduced
Closed

Top Buys

1 +$4.1M
2 +$3.37M
3 +$3.23M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.13M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.02M

Sector Composition

1 Technology 3.09%
2 Industrials 2.83%
3 Healthcare 2.81%
4 Financials 2.69%
5 Consumer Staples 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1376
$0 ﹤0.01%
+16
1377
-74
1378
-50
1379
$0 ﹤0.01%
62