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
1776
$3K ﹤0.01%
+120
1777
$3K ﹤0.01%
+250
1778
$3K ﹤0.01%
+353
1779
$3K ﹤0.01%
+60
1780
$3K ﹤0.01%
+100
1781
$3K ﹤0.01%
+100
1782
$3K ﹤0.01%
+200
1783
$3K ﹤0.01%
+134
1784
$3K ﹤0.01%
+236
1785
$3K ﹤0.01%
+60
1786
$3K ﹤0.01%
+70
1787
$3K ﹤0.01%
+12
1788
$3K ﹤0.01%
+41
1789
$3K ﹤0.01%
+50
1790
$3K ﹤0.01%
+19
1791
$3K ﹤0.01%
+200
1792
$3K ﹤0.01%
+500
1793
$3K ﹤0.01%
+163
1794
$3K ﹤0.01%
+78
1795
$3K ﹤0.01%
+172
1796
$3K ﹤0.01%
+58
1797
$3K ﹤0.01%
+93
1798
$3K ﹤0.01%
+14
1799
$3K ﹤0.01%
+30
1800
$3K ﹤0.01%
+127
70 71
72
73 74