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
1801
$3K ﹤0.01%
+125
1802
$3K ﹤0.01%
+53
1803
$3K ﹤0.01%
+225
1804
$3K ﹤0.01%
+129
1805
$3K ﹤0.01%
+150
1806
$3K ﹤0.01%
+82
1807
$3K ﹤0.01%
+103
1808
$3K ﹤0.01%
+43
1809
$3K ﹤0.01%
+163
1810
$3K ﹤0.01%
+1
1811
$3K ﹤0.01%
+78
1812
$3K ﹤0.01%
+172
1813
$3K ﹤0.01%
+61
1814
$3K ﹤0.01%
+200
1815
$3K ﹤0.01%
+64
1816
$3K ﹤0.01%
+137
1817
$3K ﹤0.01%
+200
1818
$3K ﹤0.01%
+101
1819
$3K ﹤0.01%
+100
1820
$3K ﹤0.01%
+13
1821
$3K ﹤0.01%
+44
1822
$3K ﹤0.01%
+29
1823
$3K ﹤0.01%
+45
1824
$3K ﹤0.01%
+20
1825
$3K ﹤0.01%
+244
71 72
73
74 75