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
1451
$10K ﹤0.01%
+215
1452
$10K ﹤0.01%
+100
1453
$10K ﹤0.01%
+151
1454
$10K ﹤0.01%
+622
1455
$10K ﹤0.01%
+95
1456
$10K ﹤0.01%
+150
1457
$10K ﹤0.01%
+257
1458
$10K ﹤0.01%
+52
1459
$10K ﹤0.01%
+126
1460
$10K ﹤0.01%
+415
1461
$10K ﹤0.01%
+225
1462
$10K ﹤0.01%
+210
1463
$10K ﹤0.01%
+1,052
1464
$10K ﹤0.01%
+1,100
1465
$10K ﹤0.01%
+72
1466
$10K ﹤0.01%
+1,000
1467
$10K ﹤0.01%
+1,000
1468
$10K ﹤0.01%
400
1469
$9K ﹤0.01%
+96
1470
$9K ﹤0.01%
+675
1471
$9K ﹤0.01%
+139
1472
$9K ﹤0.01%
+83
1473
$9K ﹤0.01%
+500
1474
$9K ﹤0.01%
+138
1475
$9K ﹤0.01%
+170
57 58
59
60 61