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
1626
$5K ﹤0.01%
+735
1627
$5K ﹤0.01%
+3
1628
$5K ﹤0.01%
+400
1629
$5K ﹤0.01%
+90
1630
$5K ﹤0.01%
+181
1631
$5K ﹤0.01%
+49
1632
$5K ﹤0.01%
+180
1633
$5K ﹤0.01%
+78
1634
$5K ﹤0.01%
+100
1635
$5K ﹤0.01%
+37
1636
$5K ﹤0.01%
+203
1637
$5K ﹤0.01%
+55
1638
$5K ﹤0.01%
+50
1639
$5K ﹤0.01%
+47
1640
$5K ﹤0.01%
+49
1641
$5K ﹤0.01%
+105
1642
$5K ﹤0.01%
+71
1643
$5K ﹤0.01%
+149
1644
$5K ﹤0.01%
+45
1645
$5K ﹤0.01%
+100
1646
$5K ﹤0.01%
+200
1647
$5K ﹤0.01%
+40
1648
$5K ﹤0.01%
+270
1649
$5K ﹤0.01%
+17
1650
$5K ﹤0.01%
+204
64 65
66
67 68