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
1576
$6K ﹤0.01%
+61
1577
$6K ﹤0.01%
+150
1578
$6K ﹤0.01%
+45
1579
$6K ﹤0.01%
+100
1580
$6K ﹤0.01%
+59
1581
$6K ﹤0.01%
+87
1582
$6K ﹤0.01%
+1,554
1583
$6K ﹤0.01%
+200
1584
$6K ﹤0.01%
+364
1585
$6K ﹤0.01%
+100
1586
$6K ﹤0.01%
+40
1587
$6K ﹤0.01%
+130
1588
$6K ﹤0.01%
+500
1589
$6K ﹤0.01%
+200
1590
$6K ﹤0.01%
+100
1591
$6K ﹤0.01%
+658
1592
$6K ﹤0.01%
+113
1593
$6K ﹤0.01%
+90
1594
$6K ﹤0.01%
+75
1595
$6K ﹤0.01%
+135
1596
$6K ﹤0.01%
+1,030
1597
$6K ﹤0.01%
+126
1598
$6K ﹤0.01%
+105
1599
$6K ﹤0.01%
+500
1600
$6K ﹤0.01%
+100
62 63
64
65 66