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
1701
$4K ﹤0.01%
+100
1702
$4K ﹤0.01%
+85
1703
$4K ﹤0.01%
+77
1704
$4K ﹤0.01%
+52
1705
$4K ﹤0.01%
+400
1706
$4K ﹤0.01%
+139
1707
$4K ﹤0.01%
+42
1708
$4K ﹤0.01%
+101
1709
$4K ﹤0.01%
+69
1710
$4K ﹤0.01%
+25
1711
$4K ﹤0.01%
+93
1712
$4K ﹤0.01%
+300
1713
$4K ﹤0.01%
+401
1714
$4K ﹤0.01%
+280
1715
$4K ﹤0.01%
+189
1716
$4K ﹤0.01%
+121
1717
$4K ﹤0.01%
+78
1718
$4K ﹤0.01%
+34
1719
$4K ﹤0.01%
+22
1720
$4K ﹤0.01%
+91
1721
$4K ﹤0.01%
+110
1722
$4K ﹤0.01%
+65
1723
$4K ﹤0.01%
+225
1724
$4K ﹤0.01%
+28
1725
$4K ﹤0.01%
+77
67 68
69
70 71