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
1851
$2K ﹤0.01%
+75
1852
$2K ﹤0.01%
+200
1853
$2K ﹤0.01%
+57
1854
$2K ﹤0.01%
+19
1855
$2K ﹤0.01%
+30
1856
$2K ﹤0.01%
+25
1857
$2K ﹤0.01%
+40
1858
$2K ﹤0.01%
+338
1859
$2K ﹤0.01%
+195
1860
$2K ﹤0.01%
+100
1861
$2K ﹤0.01%
+76
1862
$2K ﹤0.01%
+25
1863
$2K ﹤0.01%
+14
1864
$2K ﹤0.01%
+28
1865
$2K ﹤0.01%
+45
1866
$2K ﹤0.01%
+141
1867
$2K ﹤0.01%
+29
1868
$2K ﹤0.01%
+40
1869
$2K ﹤0.01%
+112
1870
$2K ﹤0.01%
+29
1871
$2K ﹤0.01%
+15
1872
$2K ﹤0.01%
+65
1873
$2K ﹤0.01%
+53
1874
$2K ﹤0.01%
+5
1875
$2K ﹤0.01%
+102
73 74
75
76 77