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
1626
$5K ﹤0.01%
+47
1627
$5K ﹤0.01%
+49
1628
$5K ﹤0.01%
+105
1629
$5K ﹤0.01%
+41
1630
$5K ﹤0.01%
+146
1631
$5K ﹤0.01%
+153
1632
$5K ﹤0.01%
+71
1633
$5K ﹤0.01%
+149
1634
$5K ﹤0.01%
+45
1635
$5K ﹤0.01%
+100
1636
$5K ﹤0.01%
+200
1637
$5K ﹤0.01%
+40
1638
$5K ﹤0.01%
+270
1639
$5K ﹤0.01%
+17
1640
$5K ﹤0.01%
+204
1641
$5K ﹤0.01%
+282
1642
$5K ﹤0.01%
+222
1643
$5K ﹤0.01%
+298
1644
$5K ﹤0.01%
+190
1645
$5K ﹤0.01%
+25
1646
$5K ﹤0.01%
+300
1647
$5K ﹤0.01%
+28
1648
$5K ﹤0.01%
+100
1649
$5K ﹤0.01%
+200
1650
$5K ﹤0.01%
+200
64 65
66
67 68