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
1651
$5K ﹤0.01%
+282
1652
$5K ﹤0.01%
+298
1653
$5K ﹤0.01%
+190
1654
$5K ﹤0.01%
+25
1655
$5K ﹤0.01%
+300
1656
$5K ﹤0.01%
+28
1657
$5K ﹤0.01%
+100
1658
$5K ﹤0.01%
+200
1659
$5K ﹤0.01%
+200
1660
$5K ﹤0.01%
+49
1661
$5K ﹤0.01%
+100
1662
$5K ﹤0.01%
+21
1663
$5K ﹤0.01%
+150
1664
$5K ﹤0.01%
+81
1665
$5K ﹤0.01%
+92
1666
$5K ﹤0.01%
+480
1667
$5K ﹤0.01%
+28
1668
$5K ﹤0.01%
+169
1669
$5K ﹤0.01%
+30
1670
$5K ﹤0.01%
+200
1671
$5K ﹤0.01%
+200
1672
$5K ﹤0.01%
+200
1673
$5K ﹤0.01%
+5,000
1674
$5K ﹤0.01%
+500
1675
$5K ﹤0.01%
+100
65 66
67
68 69