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
1526
$8K ﹤0.01%
+1,695
1527
$8K ﹤0.01%
+175
1528
$8K ﹤0.01%
+112
1529
$8K ﹤0.01%
+135
1530
$8K ﹤0.01%
+80
1531
$8K ﹤0.01%
+300
1532
$8K ﹤0.01%
+329
1533
$8K ﹤0.01%
+28
1534
$8K ﹤0.01%
+40
1535
$8K ﹤0.01%
+252
1536
$8K ﹤0.01%
+200
1537
$8K ﹤0.01%
+67
1538
$8K ﹤0.01%
+230
1539
$8K ﹤0.01%
+156
1540
$7K ﹤0.01%
+53
1541
$7K ﹤0.01%
+84
1542
$7K ﹤0.01%
+492
1543
$7K ﹤0.01%
+45
1544
$7K ﹤0.01%
+50
1545
$7K ﹤0.01%
+119
1546
$7K ﹤0.01%
+338
1547
$7K ﹤0.01%
+10
1548
$7K ﹤0.01%
+150
1549
$7K ﹤0.01%
+124
1550
$7K ﹤0.01%
+129
60 61
62
63 64