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
1676
$4K ﹤0.01%
+95
1677
$4K ﹤0.01%
+39
1678
$4K ﹤0.01%
+50
1679
$4K ﹤0.01%
+100
1680
$4K ﹤0.01%
+85
1681
$4K ﹤0.01%
+77
1682
$4K ﹤0.01%
+25
1683
$4K ﹤0.01%
+93
1684
$4K ﹤0.01%
+401
1685
$4K ﹤0.01%
+280
1686
$4K ﹤0.01%
+189
1687
$4K ﹤0.01%
+22
1688
$4K ﹤0.01%
+100
1689
$4K ﹤0.01%
+86
1690
$4K ﹤0.01%
+104
1691
$4K ﹤0.01%
+217
1692
$4K ﹤0.01%
+250
1693
$4K ﹤0.01%
+91
1694
$4K ﹤0.01%
+110
1695
$4K ﹤0.01%
+65
1696
$4K ﹤0.01%
+28
1697
$4K ﹤0.01%
+77
1698
$4K ﹤0.01%
+500
1699
$4K ﹤0.01%
+134
1700
$4K ﹤0.01%
+302
66 67
68
69 70