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
$337M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
968
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$3.21M
3
+$2.97M
4
T icon
AT&T
T
+$2.61M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$2.31M

Top Sells

1
+$168K
2
+$7K
3
+$5K

Sector Composition

1 Consumer Staples 3.01%
2 Healthcare 2.95%
3 Industrials 2.51%
4 Financials 2.44%
5 Technology 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$254K 0.08%
2,044
+361
127
$248K 0.07%
+1,824
128
$244K 0.07%
+21,823
129
$243K 0.07%
+4,954
130
$239K 0.07%
+1,677
131
$239K 0.07%
+11,935
132
$237K 0.07%
+1,676
133
$235K 0.07%
4,678
+60
134
$231K 0.07%
+10,047
135
$230K 0.07%
1,542
+1,387
136
$226K 0.07%
+2,916
137
$225K 0.07%
+8,612
138
$222K 0.07%
11,567
+11,331
139
$221K 0.07%
+7,207
140
$220K 0.07%
+2,594
141
$218K 0.06%
+6,068
142
$212K 0.06%
+2,457
143
$210K 0.06%
+5,659
144
$209K 0.06%
6,211
+6,128
145
$205K 0.06%
3,337
+3,335
146
$203K 0.06%
+8,425
147
$198K 0.06%
+1,344
148
$197K 0.06%
+9,186
149
$196K 0.06%
+3,491
150
$190K 0.06%
+1,409
4 5
6
7 8