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
1551
$7K ﹤0.01%
+129
1552
$7K ﹤0.01%
+715
1553
$7K ﹤0.01%
+50
1554
$7K ﹤0.01%
+528
1555
$7K ﹤0.01%
+600
1556
$7K ﹤0.01%
+256
1557
$7K ﹤0.01%
+41
1558
$7K ﹤0.01%
+275
1559
$7K ﹤0.01%
+465
1560
$7K ﹤0.01%
+163
1561
$7K ﹤0.01%
+80
1562
$7K ﹤0.01%
+226
1563
$7K ﹤0.01%
+211
1564
$7K ﹤0.01%
+234
1565
$7K ﹤0.01%
+300
1566
$7K ﹤0.01%
+35
1567
$7K ﹤0.01%
+53
1568
$7K ﹤0.01%
+84
1569
$7K ﹤0.01%
+492
1570
$7K ﹤0.01%
+25
1571
$7K ﹤0.01%
+156
1572
$7K ﹤0.01%
+338
1573
$7K ﹤0.01%
+64
1574
$6K ﹤0.01%
+500
1575
$6K ﹤0.01%
+100
61 62
63
64 65