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
1401
$12K ﹤0.01%
+302
1402
$12K ﹤0.01%
+65
1403
$12K ﹤0.01%
+500
1404
$12K ﹤0.01%
+203
1405
$12K ﹤0.01%
+279
1406
$12K ﹤0.01%
+500
1407
$12K ﹤0.01%
+450
1408
$11K ﹤0.01%
+664
1409
$11K ﹤0.01%
+525
1410
$11K ﹤0.01%
+128
1411
$11K ﹤0.01%
+311
1412
$11K ﹤0.01%
+1,600
1413
$11K ﹤0.01%
+170
1414
$11K ﹤0.01%
+200
1415
$11K ﹤0.01%
+215
1416
$11K ﹤0.01%
+925
1417
$11K ﹤0.01%
+300
1418
$11K ﹤0.01%
+100
1419
$11K ﹤0.01%
+661
1420
$11K ﹤0.01%
+300
1421
$11K ﹤0.01%
+500
1422
$11K ﹤0.01%
+100
1423
$11K ﹤0.01%
+1,500
1424
$11K ﹤0.01%
+100
1425
$11K ﹤0.01%
+600
55 56
57
58 59