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
$1.38B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,132
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$7.38M
3
+$6.8M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$6.19M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.86M

Top Sells

1
+$6.47M
2
+$4.51M
3
+$3.85M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.52M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$3.05M

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%
+687
1427
$11K ﹤0.01%
+310
1428
$11K ﹤0.01%
+880
1429
$11K ﹤0.01%
+664
1430
$11K ﹤0.01%
+525
1431
$11K ﹤0.01%
+128
1432
$11K ﹤0.01%
+311
1433
$11K ﹤0.01%
+1,600
1434
$11K ﹤0.01%
+170
1435
$11K ﹤0.01%
+364
1436
$11K ﹤0.01%
+336
1437
$10K ﹤0.01%
+100
1438
$10K ﹤0.01%
+321
1439
$10K ﹤0.01%
+318
1440
$10K ﹤0.01%
+141
1441
$10K ﹤0.01%
+148
1442
$10K ﹤0.01%
+1,000
1443
$10K ﹤0.01%
+900
1444
$10K ﹤0.01%
+309
1445
$10K ﹤0.01%
+215
1446
$10K ﹤0.01%
+100
1447
$10K ﹤0.01%
+151
1448
$10K ﹤0.01%
+622
1449
$10K ﹤0.01%
+95
1450
$10K ﹤0.01%
+150
56 57
58
59 60