WAP

Wealthcare Advisory Partners Portfolio holdings

AUM $5.14B
1-Year Est. Return 17.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.14%
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
+$8.89M
2
+$7.38M
3
+$6.8M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$6.19M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.86M

Top Sells

1
+$6.47M
2
+$4.51M
3
+$3.85M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.52M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$3.05M

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%
+170
1502
$9K ﹤0.01%
+49
1503
$9K ﹤0.01%
+334
1504
$9K ﹤0.01%
+130
1505
$9K ﹤0.01%
+200
1506
$9K ﹤0.01%
+717
1507
$9K ﹤0.01%
+100
1508
$9K ﹤0.01%
+1,156
1509
$8K ﹤0.01%
+206
1510
$8K ﹤0.01%
+66
1511
$8K ﹤0.01%
+48
1512
$8K ﹤0.01%
+211
1513
$8K ﹤0.01%
+147
1514
$8K ﹤0.01%
+325
1515
$8K ﹤0.01%
+475
1516
$8K ﹤0.01%
+240
1517
$8K ﹤0.01%
+135
1518
$8K ﹤0.01%
+50
1519
$8K ﹤0.01%
+366
1520
$8K ﹤0.01%
+387
1521
$8K ﹤0.01%
+300
1522
$8K ﹤0.01%
+400
1523
$8K ﹤0.01%
+600
1524
$8K ﹤0.01%
+319
1525
$8K ﹤0.01%
+225
59 60
61
62 63