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
1951
$1K ﹤0.01%
+60
1952
$1K ﹤0.01%
+13
1953
$1K ﹤0.01%
+13
1954
$1K ﹤0.01%
+13
1955
$1K ﹤0.01%
+41
1956
$1K ﹤0.01%
+25
1957
$1K ﹤0.01%
+21
1958
$1K ﹤0.01%
+27
1959
$1K ﹤0.01%
+54
1960
$1K ﹤0.01%
+6
1961
$1K ﹤0.01%
+7
1962
$1K ﹤0.01%
+27
1963
$1K ﹤0.01%
+13
1964
$1K ﹤0.01%
+62
1965
$1K ﹤0.01%
+60
1966
$1K ﹤0.01%
+16
1967
$1K ﹤0.01%
+7
1968
$1K ﹤0.01%
+15
1969
$1K ﹤0.01%
+31
1970
$1K ﹤0.01%
+25
1971
$1K ﹤0.01%
+93
1972
$1K ﹤0.01%
+7
1973
$1K ﹤0.01%
+15
1974
$1K ﹤0.01%
+12
1975
$1K ﹤0.01%
+8
77 78
79
80 81