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
1926
$2K ﹤0.01%
+30
1927
$2K ﹤0.01%
+50
1928
$2K ﹤0.01%
+40
1929
$2K ﹤0.01%
+86
1930
– –
0
1931
$2K ﹤0.01%
+64
1932
$2K ﹤0.01%
+105
1933
$2K ﹤0.01%
+150
1934
$2K ﹤0.01%
+193
1935
$2K ﹤0.01%
+100
1936
$2K ﹤0.01%
+125
1937
$2K ﹤0.01%
+15
1938
$2K ﹤0.01%
+100
1939
$2K ﹤0.01%
+55
1940
$2K ﹤0.01%
+161
1941
$2K ﹤0.01%
+33
1942
$2K ﹤0.01%
+50
1943
$2K ﹤0.01%
+36
1944
$2K ﹤0.01%
+14
1945
$1K ﹤0.01%
+21
1946
$1K ﹤0.01%
+23
1947
$1K ﹤0.01%
+83
1948
$1K ﹤0.01%
+25
1949
$1K ﹤0.01%
+65
1950
$1K ﹤0.01%
+18
76 77
78
79 80