WAP

Wealthcare Advisory Partners Portfolio holdings

AUM $5.09B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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%
+87
1727
$4K ﹤0.01%
+125
1728
$4K ﹤0.01%
+100
1729
$4K ﹤0.01%
+90
1730
$4K ﹤0.01%
+54
1731
$4K ﹤0.01%
+223
1732
$4K ﹤0.01%
+40
1733
$4K ﹤0.01%
+22
1734
$4K ﹤0.01%
+290
1735
$4K ﹤0.01%
+40
1736
$4K ﹤0.01%
+38
1737
$4K ﹤0.01%
+30
1738
$4K ﹤0.01%
+30
1739
$4K ﹤0.01%
+250
1740
$4K ﹤0.01%
+220
1741
$4K ﹤0.01%
+321
1742
$4K ﹤0.01%
+600
1743
$4K ﹤0.01%
+500
1744
$4K ﹤0.01%
+377
1745
$4K ﹤0.01%
+25
1746
$4K ﹤0.01%
+170
1747
$4K ﹤0.01%
+300
1748
$4K ﹤0.01%
+2,000
1749
$4K ﹤0.01%
+100
1750
$4K ﹤0.01%
+255
68 69
70
71 72