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
1951
$1K ﹤0.01%
+16
1952
$1K ﹤0.01%
+10
1953
$1K ﹤0.01%
+15
1954
$1K ﹤0.01%
+39
1955
$1K ﹤0.01%
+3
1956
$1K ﹤0.01%
+7
1957
$1K ﹤0.01%
+20
1958
$1K ﹤0.01%
+9
1959
$1K ﹤0.01%
+29
1960
$1K ﹤0.01%
+15
1961
$1K ﹤0.01%
+17
1962
$1K ﹤0.01%
+180
1963
$1K ﹤0.01%
+17
1964
$1K ﹤0.01%
+127
1965
$1K ﹤0.01%
+60
1966
$1K ﹤0.01%
+10
1967
$1K ﹤0.01%
+13
1968
$1K ﹤0.01%
+13
1969
$1K ﹤0.01%
+13
1970
$1K ﹤0.01%
+41
1971
$1K ﹤0.01%
+27
1972
$1K ﹤0.01%
+1
1973
$1K ﹤0.01%
+32
1974
$1K ﹤0.01%
+12
1975
$1K ﹤0.01%
+50
77 78
79
80 81