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
1851
$2K ﹤0.01%
+276
1852
$2K ﹤0.01%
+142
1853
$2K ﹤0.01%
+22
1854
$2K ﹤0.01%
+166
1855
$2K ﹤0.01%
+30
1856
$2K ﹤0.01%
+195
1857
$2K ﹤0.01%
+35
1858
$2K ﹤0.01%
+100
1859
$2K ﹤0.01%
+21
1860
$2K ﹤0.01%
+100
1861
$2K ﹤0.01%
+142
1862
$2K ﹤0.01%
+45
1863
$2K ﹤0.01%
+8
1864
$2K ﹤0.01%
386
-51,650
1865
$2K ﹤0.01%
+231
1866
$2K ﹤0.01%
+30
1867
$2K ﹤0.01%
+5
1868
$2K ﹤0.01%
+17
1869
$2K ﹤0.01%
+90
1870
$2K ﹤0.01%
+50
1871
$2K ﹤0.01%
+54
1872
$2K ﹤0.01%
+17
1873
$2K ﹤0.01%
+15
1874
$2K ﹤0.01%
+17
1875
$2K ﹤0.01%
+50
73 74
75
76 77