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
1751
$4K ﹤0.01%
+321
1752
$4K ﹤0.01%
+600
1753
$4K ﹤0.01%
+500
1754
$3K ﹤0.01%
+50
1755
$3K ﹤0.01%
+1
1756
$3K ﹤0.01%
+44
1757
$3K ﹤0.01%
+29
1758
$3K ﹤0.01%
+45
1759
$3K ﹤0.01%
+20
1760
$3K ﹤0.01%
+244
1761
$3K ﹤0.01%
+55
1762
$3K ﹤0.01%
+46
1763
$3K ﹤0.01%
+198
1764
$3K ﹤0.01%
+50
1765
$3K ﹤0.01%
+630
1766
$3K ﹤0.01%
+42
1767
$3K ﹤0.01%
+22
1768
$3K ﹤0.01%
+77
1769
$3K ﹤0.01%
+120
1770
$3K ﹤0.01%
+102
1771
$3K ﹤0.01%
+45
1772
$3K ﹤0.01%
+65
1773
$3K ﹤0.01%
+45
1774
$3K ﹤0.01%
+17
1775
$3K ﹤0.01%
+147
69 70
71
72 73