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
1901
$2K ﹤0.01%
+25
1902
$2K ﹤0.01%
+15
1903
$2K ﹤0.01%
+86
1904
$2K ﹤0.01%
+76
1905
– –
0
1906
$2K ﹤0.01%
+64
1907
$2K ﹤0.01%
+150
1908
$2K ﹤0.01%
+193
1909
$2K ﹤0.01%
+100
1910
$2K ﹤0.01%
+125
1911
$2K ﹤0.01%
+15
1912
$2K ﹤0.01%
+100
1913
$2K ﹤0.01%
+55
1914
$2K ﹤0.01%
+161
1915
$2K ﹤0.01%
+33
1916
$2K ﹤0.01%
+84
1917
$2K ﹤0.01%
+19
1918
$2K ﹤0.01%
+50
1919
$2K ﹤0.01%
+36
1920
$2K ﹤0.01%
+14
1921
$2K ﹤0.01%
+50
1922
$2K ﹤0.01%
+30
1923
$2K ﹤0.01%
+15
1924
$2K ﹤0.01%
+70
1925
$2K ﹤0.01%
+30
75 76
77
78 79