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
1826
$3K ﹤0.01%
+58
1827
$3K ﹤0.01%
+93
1828
$3K ﹤0.01%
+14
1829
$3K ﹤0.01%
+55
1830
$3K ﹤0.01%
+48
1831
$3K ﹤0.01%
+60
1832
$3K ﹤0.01%
+70
1833
$3K ﹤0.01%
+12
1834
$3K ﹤0.01%
+41
1835
$3K ﹤0.01%
+50
1836
$2K ﹤0.01%
+19
1837
$2K ﹤0.01%
+28
1838
$2K ﹤0.01%
+45
1839
$2K ﹤0.01%
+28
1840
$2K ﹤0.01%
+29
1841
$2K ﹤0.01%
+40
1842
$2K ﹤0.01%
+112
1843
$2K ﹤0.01%
+29
1844
$2K ﹤0.01%
+65
1845
$2K ﹤0.01%
+53
1846
$2K ﹤0.01%
+5
1847
$2K ﹤0.01%
+102
1848
$2K ﹤0.01%
+20
1849
$2K ﹤0.01%
+29
1850
$2K ﹤0.01%
+149
72 73
74
75 76