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
1526
$8K ﹤0.01%
+225
1527
$8K ﹤0.01%
+1,695
1528
$8K ﹤0.01%
+175
1529
$8K ﹤0.01%
+112
1530
$8K ﹤0.01%
+135
1531
$8K ﹤0.01%
+80
1532
$8K ﹤0.01%
+300
1533
$8K ﹤0.01%
+329
1534
$8K ﹤0.01%
+28
1535
$8K ﹤0.01%
+40
1536
$8K ﹤0.01%
+252
1537
$8K ﹤0.01%
+200
1538
$8K ﹤0.01%
+67
1539
$8K ﹤0.01%
+230
1540
$7K ﹤0.01%
+100
1541
$7K ﹤0.01%
+45
1542
$7K ﹤0.01%
+50
1543
$7K ﹤0.01%
+119
1544
$7K ﹤0.01%
+338
1545
$7K ﹤0.01%
+10
1546
$7K ﹤0.01%
+150
1547
$7K ﹤0.01%
+700
1548
$7K ﹤0.01%
+55
1549
$7K ﹤0.01%
+20
1550
$7K ﹤0.01%
+124
60 61
62
63 64