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
151
$1.21M 0.09%
19,431
+627
152
$1.21M 0.09%
4,014
153
$1.19M 0.09%
18,300
+15,080
154
$1.16M 0.08%
5,600
+301
155
$1.16M 0.08%
15,270
-3,327
156
$1.15M 0.08%
20,869
+108
157
$1.15M 0.08%
27,757
+13,560
158
$1.15M 0.08%
15,075
-1,626
159
$1.14M 0.08%
+45,346
160
$1.14M 0.08%
4,449
+128
161
$1.12M 0.08%
3,154
+1,933
162
$1.11M 0.08%
19,105
-1,916
163
$1.11M 0.08%
5,458
+1,231
164
$1.1M 0.08%
25,290
-800
165
$1.09M 0.08%
5,170
+3,590
166
$1.09M 0.08%
14,054
-2,088
167
$1.08M 0.08%
16,742
+1,159
168
$1.08M 0.08%
21,024
+1,805
169
$1.07M 0.08%
8,935
+2,907
170
$1.06M 0.08%
14,549
-1,541
171
$1.05M 0.08%
19,666
-118
172
$1.05M 0.08%
8,225
+2,367
173
$1.04M 0.08%
23,947
-2,337
174
$1.04M 0.08%
3,653
+26
175
$1.04M 0.08%
8,514
-2,032
5 6
7
8 9