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
1726
$4K ﹤0.01%
+500
1727
$4K ﹤0.01%
+134
1728
$4K ﹤0.01%
+302
1729
$4K ﹤0.01%
+242
1730
$4K ﹤0.01%
+95
1731
$4K ﹤0.01%
+150
1732
$4K ﹤0.01%
+308
1733
$4K ﹤0.01%
+100
1734
$4K ﹤0.01%
+1,000
1735
$4K ﹤0.01%
+100
1736
$4K ﹤0.01%
+78
1737
$4K ﹤0.01%
+69
1738
$4K ﹤0.01%
+310
1739
$4K ﹤0.01%
+59
1740
$4K ﹤0.01%
+125
1741
$4K ﹤0.01%
+100
1742
$4K ﹤0.01%
+90
1743
$4K ﹤0.01%
+22
1744
$4K ﹤0.01%
+278
1745
$4K ﹤0.01%
+100
1746
$4K ﹤0.01%
+38
1747
$4K ﹤0.01%
+30
1748
$4K ﹤0.01%
+30
1749
$4K ﹤0.01%
+250
1750
$4K ﹤0.01%
+220
68 69
70
71 72