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
1726
$4K ﹤0.01%
+500
1727
$4K ﹤0.01%
+377
1728
$4K ﹤0.01%
+25
1729
$4K ﹤0.01%
+170
1730
$4K ﹤0.01%
+300
1731
$4K ﹤0.01%
+2,000
1732
$4K ﹤0.01%
+242
1733
$4K ﹤0.01%
+100
1734
$4K ﹤0.01%
+90
1735
$4K ﹤0.01%
+52
1736
$4K ﹤0.01%
+400
1737
$4K ﹤0.01%
+139
1738
$4K ﹤0.01%
+42
1739
$4K ﹤0.01%
+101
1740
$4K ﹤0.01%
+69
1741
$4K ﹤0.01%
+300
1742
$4K ﹤0.01%
+121
1743
$4K ﹤0.01%
+78
1744
$4K ﹤0.01%
+34
1745
$4K ﹤0.01%
+327
1746
$4K ﹤0.01%
+225
1747
$4K ﹤0.01%
+30
1748
$4K ﹤0.01%
+100
1749
$4K ﹤0.01%
+255
1750
$4K ﹤0.01%
+22
68 69
70
71 72