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
1801
$3K ﹤0.01%
+200
1802
$3K ﹤0.01%
+134
1803
$3K ﹤0.01%
+236
1804
$3K ﹤0.01%
+60
1805
$3K ﹤0.01%
+70
1806
$3K ﹤0.01%
+12
1807
$3K ﹤0.01%
+41
1808
$3K ﹤0.01%
+50
1809
$3K ﹤0.01%
+19
1810
$3K ﹤0.01%
+200
1811
$3K ﹤0.01%
+100
1812
$3K ﹤0.01%
+46
1813
$3K ﹤0.01%
+500
1814
$3K ﹤0.01%
+172
1815
$3K ﹤0.01%
+40
1816
$3K ﹤0.01%
+18
1817
$3K ﹤0.01%
+53
1818
$3K ﹤0.01%
+225
1819
$3K ﹤0.01%
+129
1820
$3K ﹤0.01%
+150
1821
$3K ﹤0.01%
+82
1822
$3K ﹤0.01%
+103
1823
$3K ﹤0.01%
+43
1824
$3K ﹤0.01%
+163
1825
$3K ﹤0.01%
+1
71 72
73
74 75