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
1601
$6K ﹤0.01%
+359
1602
$6K ﹤0.01%
+300
1603
$6K ﹤0.01%
+50
1604
$6K ﹤0.01%
+209
1605
$6K ﹤0.01%
+141
1606
$6K ﹤0.01%
+100
1607
$6K ﹤0.01%
+400
1608
$6K ﹤0.01%
+50
1609
$6K ﹤0.01%
+84
1610
$6K ﹤0.01%
+203
1611
$6K ﹤0.01%
+25
1612
$6K ﹤0.01%
+200
1613
$6K ﹤0.01%
+7
1614
$6K ﹤0.01%
+200
1615
$6K ﹤0.01%
+62
1616
$6K ﹤0.01%
+203
1617
$6K ﹤0.01%
+109
1618
$6K ﹤0.01%
+600
1619
$6K ﹤0.01%
+149
1620
$6K ﹤0.01%
+155
1621
$5K ﹤0.01%
+222
1622
$5K ﹤0.01%
+41
1623
$5K ﹤0.01%
+146
1624
$5K ﹤0.01%
+153
1625
$5K ﹤0.01%
+200
63 64
65
66 67