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
126
$1.42M 0.1%
6,405
+2
127
$1.4M 0.1%
9,880
+210
128
$1.39M 0.1%
20,020
+9
129
$1.36M 0.1%
8,490
+212
130
$1.35M 0.1%
115,323
+11,510
131
$1.34M 0.1%
25,945
+12,968
132
$1.34M 0.1%
10,190
+654
133
$1.33M 0.1%
4,020
+525
134
$1.32M 0.1%
21,204
-320
135
$1.32M 0.1%
18,325
-313
136
$1.32M 0.1%
4,683
+217
137
$1.3M 0.09%
9,831
+5,610
138
$1.3M 0.09%
14,429
+132
139
$1.26M 0.09%
8,401
-1,489
140
$1.26M 0.09%
14,288
+10,909
141
$1.26M 0.09%
+17,275
142
$1.25M 0.09%
12,296
+1,603
143
$1.25M 0.09%
10,450
+566
144
$1.24M 0.09%
5,544
+158
145
$1.24M 0.09%
63,574
-6,524
146
$1.24M 0.09%
14,630
-120
147
$1.24M 0.09%
8,385
+1,244
148
$1.22M 0.09%
18,621
+6,456
149
$1.21M 0.09%
75,840
+11,538
150
$1.21M 0.09%
34,806
+32
4 5
6
7 8