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
1376
$12K ﹤0.01%
+237
1377
$12K ﹤0.01%
+199
1378
$12K ﹤0.01%
+134
1379
$12K ﹤0.01%
+59
1380
$12K ﹤0.01%
+500
1381
$12K ﹤0.01%
+200
1382
$12K ﹤0.01%
+890
1383
$12K ﹤0.01%
+120
1384
$12K ﹤0.01%
+912
1385
$12K ﹤0.01%
+300
1386
$12K ﹤0.01%
+132
1387
$12K ﹤0.01%
+80
1388
$12K ﹤0.01%
+125
1389
$12K ﹤0.01%
+300
1390
$12K ﹤0.01%
+75
1391
$12K ﹤0.01%
+182
1392
$12K ﹤0.01%
+96
1393
$12K ﹤0.01%
+135
1394
$12K ﹤0.01%
+102
1395
$12K ﹤0.01%
+1,000
1396
$12K ﹤0.01%
+1,118
1397
$12K ﹤0.01%
+219
1398
$12K ﹤0.01%
+257
1399
$12K ﹤0.01%
+96
1400
$12K ﹤0.01%
+470
54 55
56
57 58