WAP

Wealthcare Advisory Partners Portfolio holdings

AUM $5.09B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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%
+29
1852
$2K ﹤0.01%
+40
1853
$2K ﹤0.01%
+112
1854
$2K ﹤0.01%
+29
1855
$2K ﹤0.01%
+15
1856
$2K ﹤0.01%
+65
1857
$2K ﹤0.01%
+53
1858
$2K ﹤0.01%
+5
1859
$2K ﹤0.01%
+102
1860
$2K ﹤0.01%
+20
1861
$2K ﹤0.01%
+29
1862
$2K ﹤0.01%
+149
1863
$2K ﹤0.01%
+70
1864
$2K ﹤0.01%
+30
1865
$2K ﹤0.01%
+28
1866
$2K ﹤0.01%
+276
1867
$2K ﹤0.01%
+142
1868
$2K ﹤0.01%
+166
1869
$2K ﹤0.01%
+30
1870
$2K ﹤0.01%
+195
1871
$2K ﹤0.01%
+35
1872
$2K ﹤0.01%
+100
1873
$2K ﹤0.01%
+142
1874
$2K ﹤0.01%
386
-51,650
1875
$2K ﹤0.01%
+231
73 74
75
76 77