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
1826
$3K ﹤0.01%
+103
1827
$3K ﹤0.01%
+43
1828
$3K ﹤0.01%
+61
1829
$3K ﹤0.01%
+200
1830
$3K ﹤0.01%
+64
1831
$3K ﹤0.01%
+137
1832
$3K ﹤0.01%
+200
1833
$3K ﹤0.01%
+101
1834
$3K ﹤0.01%
+100
1835
$3K ﹤0.01%
+13
1836
$2K ﹤0.01%
+12
1837
$2K ﹤0.01%
+57
1838
$2K ﹤0.01%
+84
1839
$2K ﹤0.01%
+19
1840
$2K ﹤0.01%
+22
1841
$2K ﹤0.01%
+166
1842
$2K ﹤0.01%
+30
1843
$2K ﹤0.01%
+195
1844
$2K ﹤0.01%
+35
1845
$2K ﹤0.01%
+100
1846
$2K ﹤0.01%
+142
1847
$2K ﹤0.01%
+50
1848
$2K ﹤0.01%
+25
1849
$2K ﹤0.01%
+435
1850
$2K ﹤0.01%
+500
72 73
74
75 76