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
1551
$7K ﹤0.01%
+715
1552
$7K ﹤0.01%
+50
1553
$7K ﹤0.01%
+528
1554
$7K ﹤0.01%
+600
1555
$7K ﹤0.01%
+256
1556
$7K ﹤0.01%
+41
1557
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+100
1558
$7K ﹤0.01%
+275
1559
$7K ﹤0.01%
+465
1560
$7K ﹤0.01%
+163
1561
$7K ﹤0.01%
+80
1562
$7K ﹤0.01%
+25
1563
$7K ﹤0.01%
+156
1564
$7K ﹤0.01%
+338
1565
$7K ﹤0.01%
+64
1566
$7K ﹤0.01%
+226
1567
$7K ﹤0.01%
+211
1568
$7K ﹤0.01%
+234
1569
$7K ﹤0.01%
+300
1570
$7K ﹤0.01%
+35
1571
$7K ﹤0.01%
+700
1572
$7K ﹤0.01%
+55
1573
$7K ﹤0.01%
+20
1574
$6K ﹤0.01%
+100
1575
$6K ﹤0.01%
+61
61 62
63
64 65