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
1776
$3K ﹤0.01%
+6
1777
$3K ﹤0.01%
+29
1778
$3K ﹤0.01%
+3
1779
$3K ﹤0.01%
+52
1780
$3K ﹤0.01%
+70
1781
$3K ﹤0.01%
+197
1782
$3K ﹤0.01%
+120
1783
$3K ﹤0.01%
+250
1784
$3K ﹤0.01%
+353
1785
$3K ﹤0.01%
+60
1786
$3K ﹤0.01%
+100
1787
$3K ﹤0.01%
+100
1788
$3K ﹤0.01%
+20
1789
$3K ﹤0.01%
+134
1790
$3K ﹤0.01%
+236
1791
$3K ﹤0.01%
+19
1792
$3K ﹤0.01%
+200
1793
$3K ﹤0.01%
+100
1794
$3K ﹤0.01%
+46
1795
$3K ﹤0.01%
+33
1796
$3K ﹤0.01%
+500
1797
$3K ﹤0.01%
+172
1798
$3K ﹤0.01%
+40
1799
$3K ﹤0.01%
+100
1800
$3K ﹤0.01%
+18
70 71
72
73 74