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
1426
$11K ﹤0.01%
+600
1427
$11K ﹤0.01%
+100
1428
$11K ﹤0.01%
+207
1429
$11K ﹤0.01%
+1,285
1430
$11K ﹤0.01%
+150
1431
$11K ﹤0.01%
+28
1432
$11K ﹤0.01%
+687
1433
$11K ﹤0.01%
+310
1434
$11K ﹤0.01%
+880
1435
$11K ﹤0.01%
+364
1436
$11K ﹤0.01%
+336
1437
$10K ﹤0.01%
+50
1438
$10K ﹤0.01%
+100
1439
$10K ﹤0.01%
+321
1440
$10K ﹤0.01%
+1,134
1441
$10K ﹤0.01%
+300
1442
$10K ﹤0.01%
+250
1443
$10K ﹤0.01%
+410
1444
$10K ﹤0.01%
+370
1445
$10K ﹤0.01%
+318
1446
$10K ﹤0.01%
+141
1447
$10K ﹤0.01%
+148
1448
$10K ﹤0.01%
+1,000
1449
$10K ﹤0.01%
+900
1450
$10K ﹤0.01%
+309
56 57
58
59 60