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
$142M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$14.1M
3
+$12.7M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$12.4M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$11.4M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 0.11%
2 Healthcare 0.1%
3 Financials 0.09%
4 Energy 0.05%
5 Technology 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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