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
1926
$2K ﹤0.01%
+28
1927
$2K ﹤0.01%
+26
1928
$2K ﹤0.01%
+175
1929
$2K ﹤0.01%
+30
1930
$2K ﹤0.01%
+146
1931
$2K ﹤0.01%
+40
1932
$2K ﹤0.01%
+338
1933
$2K ﹤0.01%
+111
1934
$2K ﹤0.01%
+20
1935
$2K ﹤0.01%
+4
1936
$2K ﹤0.01%
+53
1937
$2K ﹤0.01%
+60
1938
$2K ﹤0.01%
+30
1939
$2K ﹤0.01%
+50
1940
$2K ﹤0.01%
+40
1941
$2K ﹤0.01%
+25
1942
$2K ﹤0.01%
+14
1943
$2K ﹤0.01%
+57
1944
$2K ﹤0.01%
+105
1945
$1K ﹤0.01%
+29
1946
$1K ﹤0.01%
+15
1947
$1K ﹤0.01%
+17
1948
$1K ﹤0.01%
+180
1949
$1K ﹤0.01%
+17
1950
$1K ﹤0.01%
+127
76 77
78
79 80