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
1676
$4K ﹤0.01%
+327
1677
$4K ﹤0.01%
+100
1678
$4K ﹤0.01%
+86
1679
$4K ﹤0.01%
+104
1680
$4K ﹤0.01%
+217
1681
$4K ﹤0.01%
+250
1682
$4K ﹤0.01%
+54
1683
$4K ﹤0.01%
+223
1684
$4K ﹤0.01%
+40
1685
$4K ﹤0.01%
+290
1686
$4K ﹤0.01%
+40
1687
$4K ﹤0.01%
+377
1688
$4K ﹤0.01%
+25
1689
$4K ﹤0.01%
+170
1690
$4K ﹤0.01%
+300
1691
$4K ﹤0.01%
+2,000
1692
$4K ﹤0.01%
+100
1693
$4K ﹤0.01%
+255
1694
$4K ﹤0.01%
+22
1695
$4K ﹤0.01%
+82
1696
$4K ﹤0.01%
+115
1697
$4K ﹤0.01%
+300
1698
$4K ﹤0.01%
+87
1699
$4K ﹤0.01%
+39
1700
$4K ﹤0.01%
+50
66 67
68
69 70