WAP

Wealthcare Advisory Partners Portfolio holdings

AUM $4.38B
1-Year Est. Return 13.29%
This Quarter Est. Return
1 Year Est. Return
+13.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$510M
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,379
New
Increased
Reduced
Closed

Top Buys

1 +$3.88M
2 +$3.39M
3 +$3.25M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.01M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.03M

Sector Composition

1 Technology 3.09%
2 Industrials 2.83%
3 Healthcare 2.81%
4 Financials 2.69%
5 Consumer Staples 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$480K 0.09%
4,912
+1,015
127
$478K 0.09%
+27,336
128
$477K 0.09%
3,065
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129
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+28,000
130
$465K 0.09%
5,836
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131
$458K 0.09%
4,939
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132
$434K 0.09%
13,473
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133
$427K 0.08%
3,237
+277
134
$413K 0.08%
8,658
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135
$406K 0.08%
10,050
136
$401K 0.08%
10,616
137
$400K 0.08%
6,443
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138
$395K 0.08%
14,010
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139
$394K 0.08%
2,854
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140
$393K 0.08%
5,034
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142
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13,157
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143
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3,665
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145
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146
$372K 0.07%
16,254
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147
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148
$369K 0.07%
6,540
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149
$368K 0.07%
9,044
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150
$364K 0.07%
10,000
-101