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
1876
$2K ﹤0.01%
+20
1877
$2K ﹤0.01%
+29
1878
$2K ﹤0.01%
+149
1879
$2K ﹤0.01%
+70
1880
$2K ﹤0.01%
+30
1881
$2K ﹤0.01%
+28
1882
$2K ﹤0.01%
+276
1883
$2K ﹤0.01%
+142
1884
$2K ﹤0.01%
+50
1885
$2K ﹤0.01%
+21
1886
$2K ﹤0.01%
+100
1887
$2K ﹤0.01%
+45
1888
$2K ﹤0.01%
+100
1889
$2K ﹤0.01%
386
-51,650
1890
$2K ﹤0.01%
+231
1891
$2K ﹤0.01%
+30
1892
$2K ﹤0.01%
+5
1893
$2K ﹤0.01%
+17
1894
$2K ﹤0.01%
+90
1895
$2K ﹤0.01%
+50
1896
$2K ﹤0.01%
+54
1897
$2K ﹤0.01%
+17
1898
$2K ﹤0.01%
+15
1899
$2K ﹤0.01%
+17
1900
$2K ﹤0.01%
+50
74 75
76
77 78