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
1876
$2K ﹤0.01%
+30
1877
$2K ﹤0.01%
+5
1878
$2K ﹤0.01%
+17
1879
$2K ﹤0.01%
+90
1880
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+50
1881
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+54
1882
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+17
1883
$2K ﹤0.01%
+15
1884
$2K ﹤0.01%
+17
1885
$2K ﹤0.01%
+50
1886
$2K ﹤0.01%
+350
1887
$2K ﹤0.01%
+50
1888
$2K ﹤0.01%
+22
1889
$2K ﹤0.01%
+352
1890
$2K ﹤0.01%
+2
1891
$2K ﹤0.01%
+57
1892
– –
0
1893
$2K ﹤0.01%
+27
1894
$2K ﹤0.01%
+50
1895
$2K ﹤0.01%
+25
1896
$2K ﹤0.01%
+435
1897
$2K ﹤0.01%
+500
1898
$2K ﹤0.01%
+75
1899
$2K ﹤0.01%
+200
1900
$2K ﹤0.01%
+57
74 75
76
77 78