WAP

Wealthcare Advisory Partners Portfolio holdings

AUM $5.09B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
1526
$8K ﹤0.01%
+366
1527
$8K ﹤0.01%
+387
1528
$8K ﹤0.01%
+300
1529
$8K ﹤0.01%
+400
1530
$8K ﹤0.01%
+600
1531
$8K ﹤0.01%
+319
1532
$8K ﹤0.01%
+1,695
1533
$8K ﹤0.01%
+175
1534
$8K ﹤0.01%
+112
1535
$8K ﹤0.01%
+135
1536
$8K ﹤0.01%
+80
1537
$8K ﹤0.01%
+300
1538
$8K ﹤0.01%
+329
1539
$8K ﹤0.01%
+28
1540
$7K ﹤0.01%
+50
1541
$7K ﹤0.01%
+119
1542
$7K ﹤0.01%
+338
1543
$7K ﹤0.01%
+10
1544
$7K ﹤0.01%
+150
1545
$7K ﹤0.01%
+84
1546
$7K ﹤0.01%
+492
1547
$7K ﹤0.01%
+100
1548
$7K ﹤0.01%
+25
1549
$7K ﹤0.01%
+53
1550
$7K ﹤0.01%
+45
60 61
62
63 64