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
1476
$9K ﹤0.01%
+49
1477
$9K ﹤0.01%
+100
1478
$9K ﹤0.01%
+130
1479
$9K ﹤0.01%
+125
1480
$9K ﹤0.01%
+1,156
1481
$9K ﹤0.01%
+334
1482
$9K ﹤0.01%
+319
1483
$9K ﹤0.01%
+1,091
1484
$9K ﹤0.01%
+801
1485
$9K ﹤0.01%
+563
1486
$9K ﹤0.01%
+300
1487
$9K ﹤0.01%
+71
1488
$9K ﹤0.01%
+73
1489
$9K ﹤0.01%
+107
1490
$9K ﹤0.01%
+87
1491
$9K ﹤0.01%
+200
1492
$9K ﹤0.01%
+84
1493
$9K ﹤0.01%
+45
1494
$9K ﹤0.01%
+46
1495
$9K ﹤0.01%
+153
1496
$9K ﹤0.01%
+40
1497
$9K ﹤0.01%
2,234
-32,789
1498
$9K ﹤0.01%
+2
1499
$9K ﹤0.01%
+500
1500
$9K ﹤0.01%
+150
58 59
60
61 62