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
1901
$2K ﹤0.01%
+350
1902
$2K ﹤0.01%
+50
1903
$2K ﹤0.01%
+22
1904
$2K ﹤0.01%
+352
1905
$2K ﹤0.01%
+2
1906
$2K ﹤0.01%
+57
1907
– –
0
1908
$2K ﹤0.01%
+27
1909
$2K ﹤0.01%
+26
1910
$2K ﹤0.01%
+175
1911
$2K ﹤0.01%
+30
1912
$2K ﹤0.01%
+30
1913
$2K ﹤0.01%
+146
1914
$2K ﹤0.01%
+18
1915
$2K ﹤0.01%
+25
1916
$2K ﹤0.01%
+115
1917
$2K ﹤0.01%
+64
1918
$2K ﹤0.01%
+13
1919
$2K ﹤0.01%
+25
1920
$2K ﹤0.01%
+15
1921
$2K ﹤0.01%
+74
1922
$2K ﹤0.01%
+20
1923
$2K ﹤0.01%
+4
1924
$2K ﹤0.01%
+53
1925
$2K ﹤0.01%
+60
75 76
77
78 79