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
1501
$9K ﹤0.01%
+165
1502
$9K ﹤0.01%
+191
1503
$9K ﹤0.01%
+24
1504
$9K ﹤0.01%
+617
1505
$9K ﹤0.01%
+400
1506
$9K ﹤0.01%
+420
1507
$9K ﹤0.01%
+200
1508
$9K ﹤0.01%
+717
1509
$8K ﹤0.01%
+135
1510
$8K ﹤0.01%
+156
1511
$8K ﹤0.01%
+206
1512
$8K ﹤0.01%
+66
1513
$8K ﹤0.01%
+48
1514
$8K ﹤0.01%
+211
1515
$8K ﹤0.01%
+147
1516
$8K ﹤0.01%
+325
1517
$8K ﹤0.01%
+475
1518
$8K ﹤0.01%
+240
1519
$8K ﹤0.01%
+50
1520
$8K ﹤0.01%
+366
1521
$8K ﹤0.01%
+387
1522
$8K ﹤0.01%
+300
1523
$8K ﹤0.01%
+400
1524
$8K ﹤0.01%
+600
1525
$8K ﹤0.01%
+319
59 60
61
62 63